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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 | $441,211 | $138,102+219.5% | $125,381+251.9% | $134,532+228.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.24% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $7,154 | $5,245+36.4% | $4,815+48.6% | $4,741+50.9% |
| Participant deferral / active EE | $11,139 | $7,801+42.8% | $7,448+49.6% | $6,401+74.0% |
| Admin fee / account holder | $5,615 | $11,568-51.5% | $10,007-43.9% | $11,429-50.9% |