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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 | $401,413 | $138,078+190.7% | $125,363+220.2% | $134,509+198.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.16% | 750.49%-756.6pp | 572.15%-578.3pp | 418.13%-424.3pp |
| Employer contribution / active EE | $1,791 | $5,245-65.9% | $4,815-62.8% | $4,741-62.2% |
| Participant deferral / active EE | $19,900 | $7,800+155.1% | $7,447+167.2% | $6,400+210.9% |
| Admin fee / account holder | $12,940 | $11,566+11.9% | $10,005+29.3% | $11,427+13.2% |