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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 | $328,891 | $138,102+138.2% | $125,381+162.3% | $134,532+144.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.97% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.2pp |
| Employer contribution / active EE | $22,745 | $5,245+333.6% | $4,815+372.3% | $4,741+379.7% |
| Participant deferral / active EE | $19,067 | $7,801+144.4% | $7,448+156.0% | $6,401+197.9% |
| Admin fee / account holder | $28,425 | $11,568+145.7% | $10,007+184.0% | $11,429+148.7% |