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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 | $344,496 | $138,102+149.5% | $125,381+174.8% | $134,532+156.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.78% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $11,960 | $5,245+128.0% | $4,815+148.4% | $4,741+152.3% |
| Participant deferral / active EE | $13,277 | $7,801+70.2% | $7,448+78.3% | $6,401+107.4% |
| Admin fee / account holder | $37,288 | $11,568+222.3% | $10,007+272.6% | $11,429+226.3% |