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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 | $332,450 | $135,639+145.1% | $110,241+201.6% | $135,382+145.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.47% | 513.21%-516.7pp | 314.75%-318.2pp | 519.77%-523.2pp |
| Employer contribution / active EE | $22,920 | $4,907+367.1% | $3,827+499.0% | $4,779+379.6% |
| Participant deferral / active EE | $13,577 | $5,507+146.6% | $4,672+190.6% | $5,609+142.1% |
| Admin fee / account holder | $24,949 | $11,457+117.8% | $8,548+191.9% | $10,829+130.4% |