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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 | $461,190 | $138,114+233.9% | $125,391+267.8% | $134,545+242.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.77% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,619 | $5,246-50.1% | $4,816-45.6% | $4,742-44.8% |
| Participant deferral / active EE | $7,077 | $7,801-9.3% | $7,448-5.0% | $6,401+10.6% |
| Admin fee / account holder | $5,343 | $11,570-53.8% | $10,009-46.6% | $11,431-53.3% |