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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 | $618,893 | $138,114+348.1% | $125,391+393.6% | $134,545+360.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.67% | 750.88%-757.6pp | 572.41%-579.1pp | 418.37%-425.0pp |
| Employer contribution / active EE | $13,590 | $5,246+159.1% | $4,816+182.2% | $4,742+186.6% |
| Participant deferral / active EE | $16,182 | $7,801+107.4% | $7,448+117.3% | $6,401+152.8% |
| Admin fee / account holder | $4,761 | $11,570-58.8% | $10,009-52.4% | $11,431-58.3% |