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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 | $509,585 | $138,114+269.0% | $125,391+306.4% | $134,545+278.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.26% | 750.88%-761.1pp | 572.41%-582.7pp | 418.37%-428.6pp |
| Employer contribution / active EE | $9,451 | $5,246+80.2% | $4,816+96.3% | $4,742+99.3% |
| Participant deferral / active EE | $19,454 | $7,801+149.4% | $7,448+161.2% | $6,401+203.9% |
| Admin fee / account holder | $4,794 | $11,570-58.6% | $10,009-52.1% | $11,431-58.1% |