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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 | $138,078+261.7% | $125,363+298.4% | $134,509+271.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.58% | 750.49%-769.1pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $24,344 | $5,245+364.2% | $4,815+405.6% | $4,741+413.5% |
| Participant deferral / active EE | $15,700 | $7,800+101.3% | $7,447+110.8% | $6,400+145.3% |
| Admin fee / account holder | $9,752 | $11,566-15.7% | $10,005-2.5% | $11,427-14.7% |