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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 | $584,319 | $138,114+323.1% | $125,391+366.0% | $134,545+334.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.96% | 750.88%-760.8pp | 572.41%-582.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $8,602 | $5,246+64.0% | $4,816+78.6% | $4,742+81.4% |
| Participant deferral / active EE | $14,412 | $7,801+84.8% | $7,448+93.5% | $6,401+125.1% |
| Admin fee / account holder | $30,769 | $11,570+165.9% | $10,009+207.4% | $11,431+169.2% |