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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 | $499,845 | $138,078+262.0% | $125,363+298.7% | $134,509+271.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.20% | 750.49%-759.7pp | 572.15%-581.3pp | 418.13%-427.3pp |
| Employer contribution / active EE | $34,675 | $5,245+561.2% | $4,815+620.2% | $4,741+631.5% |
| Participant deferral / active EE | $16,188 | $7,800+107.5% | $7,447+117.4% | $6,400+152.9% |
| Admin fee / account holder | $3,606 | $11,566-68.8% | $10,005-64.0% | $11,427-68.4% |