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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 | $138,114+174.3% | $125,391+202.1% | $134,545+181.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.95% | 750.88%-756.8pp | 572.41%-578.4pp | 418.37%-424.3pp |
| Employer contribution / active EE | $6,676 | $5,246+27.3% | $4,816+38.6% | $4,742+40.8% |
| Participant deferral / active EE | $24,000 | $7,801+207.7% | $7,448+222.2% | $6,401+274.9% |
| Admin fee / account holder | $32,468 | $11,570+180.6% | $10,009+224.4% | $11,431+184.0% |