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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 | $446,942 | $138,102+223.6% | $125,381+256.5% | $134,532+232.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.07% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $14,382 | $5,245+174.2% | $4,815+198.7% | $4,741+203.3% |
| Participant deferral / active EE | $17,755 | $7,801+127.6% | $7,448+138.4% | $6,401+177.4% |
| Admin fee / account holder | $113,663 | $11,568+882.6% | $10,007+1035.8% | $11,429+894.6% |