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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 | $405,248 | $135,645+198.8% | $110,243+267.6% | $135,379+199.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.81% | 513.24%-517.0pp | 314.76%-318.6pp | 519.79%-523.6pp |
| Employer contribution / active EE | $12,500 | $4,907+154.7% | $3,827+226.7% | $4,779+161.6% |
| Participant deferral / active EE | $5,559 | $5,507+0.9% | $4,672+19.0% | $5,609-0.9% |
| Admin fee / account holder | $9,261 | $11,458-19.2% | $8,548+8.3% | $10,828-14.5% |