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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 | $570,597 | $138,114+313.1% | $125,391+355.1% | $134,545+324.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.46% | 750.88%-766.3pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $4,134 | $5,246-21.2% | $4,816-14.2% | $4,742-12.8% |
| Participant deferral / active EE | $14,500 | $7,801+85.9% | $7,448+94.7% | $6,401+126.5% |
| Admin fee / account holder | $2,114 | $11,570-81.7% | $10,009-78.9% | $11,431-81.5% |