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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 | $523,345 | $138,076+279.0% | $123,553+323.6% | $135,380+286.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.09% | 153.70%-154.8pp | 119.21%-120.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,000 | $6,800+120.6% | $6,426+133.4% | $5,609+167.4% |
| Admin fee / account holder | $10,662 | $10,917-2.3% | $9,284+14.8% | $10,828-1.5% |