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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 | $387,639 | $138,102+180.7% | $125,381+209.2% | $134,532+188.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.81% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,600 | $5,245-50.4% | $4,815-46.0% | $4,741-45.2% |
| Participant deferral / active EE | $9,380 | $7,801+20.2% | $7,448+25.9% | $6,401+46.5% |
| Admin fee / account holder | $14,295 | $11,568+23.6% | $10,007+42.8% | $11,429+25.1% |