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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 | $483,796 | $138,102+250.3% | $125,381+285.9% | $134,532+259.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.75% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $25,550 | $5,245+387.1% | $4,815+430.6% | $4,741+438.9% |
| Participant deferral / active EE | $17,129 | $7,801+119.6% | $7,448+130.0% | $6,401+167.6% |
| Admin fee / account holder | $18,250 | $11,568+57.8% | $10,007+82.4% | $11,429+59.7% |