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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 | $623,847 | $138,102+351.7% | $125,381+397.6% | $134,532+363.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.42% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $6,720 | $5,245+28.1% | $4,815+39.6% | $4,741+41.7% |
| Participant deferral / active EE | $11,825 | $7,801+51.6% | $7,448+58.8% | $6,401+84.7% |
| Admin fee / account holder | $1,053 | $11,568-90.9% | $10,007-89.5% | $11,429-90.8% |