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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 | $472,309 | $138,102+242.0% | $125,381+276.7% | $134,532+251.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.04% | 750.73%-764.8pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $18,152 | $5,245+246.1% | $4,815+277.0% | $4,741+282.9% |
| Participant deferral / active EE | $13,715 | $7,801+75.8% | $7,448+84.1% | $6,401+114.3% |
| Admin fee / account holder | $31,321 | $11,568+170.8% | $10,007+213.0% | $11,429+174.1% |