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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 | $424,366 | $138,114+207.3% | $125,391+238.4% | $134,545+215.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.11% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $12,379 | $5,246+136.0% | $4,816+157.1% | $4,742+161.1% |
| Participant deferral / active EE | $14,915 | $7,801+91.2% | $7,448+100.3% | $6,401+133.0% |
| Admin fee / account holder | $43,401 | $11,570+275.1% | $10,009+333.6% | $11,431+279.7% |