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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 | $476,976 | $138,114+245.3% | $125,391+280.4% | $134,545+254.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.91% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $5,730 | $5,246+9.2% | $4,816+19.0% | $4,742+20.8% |
| Participant deferral / active EE | $14,885 | $7,801+90.8% | $7,448+99.8% | $6,401+132.5% |
| Admin fee / account holder | $19,126 | $11,570+65.3% | $10,009+91.1% | $11,431+67.3% |