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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 | $798,962 | $138,078+478.6% | $125,363+537.3% | $134,509+494.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.86% | 750.49%-759.4pp | 572.15%-581.0pp | 418.13%-427.0pp |
| Employer contribution / active EE | $9,633 | $5,245+83.7% | $4,815+100.1% | $4,741+103.2% |
| Participant deferral / active EE | $9,043 | $7,800+15.9% | $7,447+21.4% | $6,400+41.3% |
| Admin fee / account holder | $4,834 | $11,566-58.2% | $10,005-51.7% | $11,427-57.7% |