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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 | $335,688 | $138,078+143.1% | $125,363+167.8% | $134,509+149.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.34% | 750.49%-755.8pp | 572.15%-577.5pp | 418.13%-423.5pp |
| Employer contribution / active EE | $5,034 | $5,245-4.0% | $4,815+4.6% | $4,741+6.2% |
| Participant deferral / active EE | $3,159 | $7,800-59.5% | $7,447-57.6% | $6,400-50.6% |
| Admin fee / account holder | $1,602 | $11,566-86.2% | $10,005-84.0% | $11,427-86.0% |