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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 | $499,402 | $138,102+261.6% | $125,381+298.3% | $134,532+271.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.58% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $24,344 | $5,245+364.1% | $4,815+405.6% | $4,741+413.5% |
| Participant deferral / active EE | $15,700 | $7,801+101.3% | $7,448+110.8% | $6,401+145.3% |
| Admin fee / account holder | $9,752 | $11,568-15.7% | $10,007-2.5% | $11,429-14.7% |