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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 | $459,637 | $138,114+232.8% | $125,391+266.6% | $134,545+241.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.01% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $1,898 | $5,246-63.8% | $4,816-60.6% | $4,742-60.0% |
| Participant deferral / active EE | $7,908 | $7,801+1.4% | $7,448+6.2% | $6,401+23.5% |
| Admin fee / account holder | $7,921 | $11,570-31.5% | $10,009-20.9% | $11,431-30.7% |