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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 | $709,595 | $138,114+413.8% | $125,391+465.9% | $134,545+427.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.15% | 750.88%-768.0pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $14,000 | $5,246+166.9% | $4,816+190.7% | $4,742+195.3% |
| Participant deferral / active EE | $12,868 | $7,801+64.9% | $7,448+72.8% | $6,401+101.0% |
| Admin fee / account holder | $11,261 | $11,570-2.7% | $10,009+12.5% | $11,431-1.5% |