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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 | $516,186 | $138,102+273.8% | $125,381+311.7% | $134,532+283.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.26% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $8,917 | $5,245+70.0% | $4,815+85.2% | $4,741+88.1% |
| Participant deferral / active EE | $11,836 | $7,801+51.7% | $7,448+58.9% | $6,401+84.9% |
| Admin fee / account holder | $22,199 | $11,568+91.9% | $10,007+121.8% | $11,429+94.2% |