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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 | $352,652 | $138,078+155.4% | $125,363+181.3% | $134,509+162.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.90% | 750.49%-765.4pp | 572.15%-587.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $31,155 | $5,245+494.0% | $4,815+547.1% | $4,741+557.2% |
| Participant deferral / active EE | $13,375 | $7,800+71.5% | $7,447+79.6% | $6,400+109.0% |
| Admin fee / account holder | $5,392 | $11,566-53.4% | $10,005-46.1% | $11,427-52.8% |