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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 | $554,533 | $138,114+301.5% | $125,391+342.2% | $134,545+312.2% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -18.49% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $27,468 | $5,246+423.6% | $4,816+470.4% | $4,742+479.3% |
| Participant deferral / active EE | $17,405 | $7,801+123.1% | $7,448+133.7% | $6,401+171.9% |
| Admin fee / account holder | $1,110 | $11,570-90.4% | $10,009-88.9% | $11,431-90.3% |