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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 | $663,323 | $138,102+380.3% | $125,381+429.0% | $134,532+393.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.70% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,592 | $5,245-69.6% | $4,815-66.9% | $4,741-66.4% |
| Participant deferral / active EE | $10,847 | $7,801+39.1% | $7,448+45.6% | $6,401+69.5% |
| Admin fee / account holder | $4,709 | $11,568-59.3% | $10,007-52.9% | $11,429-58.8% |