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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 | $425,245 | $138,102+207.9% | $125,381+239.2% | $134,532+216.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.32% | 750.73%-756.0pp | 572.31%-577.6pp | 418.27%-423.6pp |
| Employer contribution / active EE | $3,476 | $5,245-33.7% | $4,815-27.8% | $4,741-26.7% |
| Participant deferral / active EE | $7,011 | $7,801-10.1% | $7,448-5.9% | $6,401+9.5% |
| Admin fee / account holder | $11,494 | $11,568-0.6% | $10,007+14.9% | $11,429+0.6% |