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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 | $330,600 | $138,078+139.4% | $125,363+163.7% | $134,509+145.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.56% | 750.49%-766.0pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $7,280 | $5,245+38.8% | $4,815+51.2% | $4,741+53.6% |
| Participant deferral / active EE | $13,070 | $7,800+67.6% | $7,447+75.5% | $6,400+104.2% |
| Admin fee / account holder | $13,217 | $11,566+14.3% | $10,005+32.1% | $11,427+15.7% |