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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 | $676,653 | $138,078+390.1% | $125,363+439.8% | $134,509+403.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.80% | 750.49%-769.3pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $12,791 | $5,245+143.9% | $4,815+165.7% | $4,741+169.8% |
| Participant deferral / active EE | $19,050 | $7,800+144.2% | $7,447+155.8% | $6,400+197.6% |
| Admin fee / account holder | $2,192 | $11,566-81.0% | $10,005-78.1% | $11,427-80.8% |