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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486,810 | $138,078+252.6% | $125,363+288.3% | $134,509+261.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.06% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $2,604 | $5,245-50.4% | $4,815-45.9% | $4,741-45.1% |
| Participant deferral / active EE | $18,405 | $7,800+136.0% | $7,447+147.1% | $6,400+187.6% |
| Admin fee / account holder | $101,945 | $11,566+781.4% | $10,005+918.9% | $11,427+792.2% |