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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 | $564,998 | $138,114+309.1% | $125,391+350.6% | $134,545+319.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.43% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $11,586 | $5,246+120.9% | $4,816+140.6% | $4,742+144.3% |
| Participant deferral / active EE | $9,437 | $7,801+21.0% | $7,448+26.7% | $6,401+47.4% |
| Admin fee / account holder | $16,450 | $11,570+42.2% | $10,009+64.4% | $11,431+43.9% |