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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 | $378,859 | $138,068+174.4% | $125,358+202.2% | $134,493+181.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.95% | 750.30%-756.3pp | 572.03%-578.0pp | 418.01%-424.0pp |
| Employer contribution / active EE | $6,676 | $5,244+27.3% | $4,814+38.7% | $4,740+40.8% |
| Participant deferral / active EE | $24,000 | $7,799+207.7% | $7,447+222.3% | $6,400+275.0% |
| Admin fee / account holder | $32,468 | $11,568+180.7% | $10,007+224.5% | $11,425+184.2% |