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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 | $462,577 | $138,102+235.0% | $125,381+268.9% | $134,532+243.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.96% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,955 | $5,245-5.5% | $4,815+2.9% | $4,741+4.5% |
| Participant deferral / active EE | $11,960 | $7,801+53.3% | $7,448+60.6% | $6,401+86.9% |
| Admin fee / account holder | $3,623 | $11,568-68.7% | $10,007-63.8% | $11,429-68.3% |