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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 | $413,350 | $138,102+199.3% | $125,381+229.7% | $134,532+207.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.13% | 750.73%-759.9pp | 572.31%-581.4pp | 418.27%-427.4pp |
| Employer contribution / active EE | $5,680 | $5,245+8.3% | $4,815+17.9% | $4,741+19.8% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $287,200 | $11,568+2382.7% | $10,007+2770.0% | $11,429+2413.0% |