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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 | $138,078+249.3% | $125,363+284.8% | $134,509+258.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.31% | 750.49%-764.8pp | 572.15%-586.5pp | 418.13%-432.4pp |
| Employer contribution / active EE | $36,894 | $5,245+603.5% | $4,815+666.3% | $4,741+678.3% |
| Participant deferral / active EE | $11,145 | $7,800+42.9% | $7,447+49.7% | $6,400+74.1% |
| Admin fee / account holder | $5,473 | $11,566-52.7% | $10,005-45.3% | $11,427-52.1% |