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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 | $472,120 | $138,078+241.9% | $125,363+276.6% | $134,509+251.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.74% | 750.49%-763.2pp | 572.15%-584.9pp | 418.13%-430.9pp |
| Employer contribution / active EE | $15,030 | $5,245+186.6% | $4,815+212.2% | $4,741+217.1% |
| Participant deferral / active EE | $13,416 | $7,800+72.0% | $7,447+80.1% | $6,400+109.6% |
| Admin fee / account holder | $9,890 | $11,566-14.5% | $10,005-1.2% | $11,427-13.5% |