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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 | $482,350 | $138,102+249.3% | $125,381+284.7% | $134,532+258.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.31% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $36,894 | $5,245+603.4% | $4,815+666.2% | $4,741+678.2% |
| Participant deferral / active EE | $11,145 | $7,801+42.9% | $7,448+49.6% | $6,401+74.1% |
| Admin fee / account holder | $5,473 | $11,568-52.7% | $10,007-45.3% | $11,429-52.1% |