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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 | $452,981 | $138,078+228.1% | $125,363+261.3% | $134,509+236.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.21% | 750.49%-769.7pp | 572.15%-591.4pp | 418.13%-437.3pp |
| Employer contribution / active EE | $4,590 | $5,245-12.5% | $4,815-4.7% | $4,741-3.2% |
| Participant deferral / active EE | $24,833 | $7,800+218.4% | $7,447+233.5% | $6,400+288.0% |
| Admin fee / account holder | $18,329 | $11,566+58.5% | $10,005+83.2% | $11,427+60.4% |