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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 | $373,073 | $138,102+170.1% | $125,381+197.6% | $134,532+177.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.07% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.3pp |
| Employer contribution / active EE | $16,694 | $5,245+218.3% | $4,815+246.7% | $4,741+252.1% |
| Participant deferral / active EE | $6,176 | $7,801-20.8% | $7,448-17.1% | $6,401-3.5% |
| Admin fee / account holder | $2,450 | $11,568-78.8% | $10,007-75.5% | $11,429-78.6% |