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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 | $416,614 | $138,102+201.7% | $125,381+232.3% | $134,532+209.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.15% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,946 | $5,245-24.8% | $4,815-18.0% | $4,741-16.8% |
| Participant deferral / active EE | $19,733 | $7,801+153.0% | $7,448+165.0% | $6,401+208.3% |
| Admin fee / account holder | $30,338 | $11,568+162.3% | $10,007+203.2% | $11,429+165.5% |