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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 | $581,957 | $138,102+321.4% | $125,381+364.1% | $134,532+332.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.89% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $10,207 | $5,245+94.6% | $4,815+112.0% | $4,741+115.3% |
| Participant deferral / active EE | $12,356 | $7,801+58.4% | $7,448+65.9% | $6,401+93.0% |
| Admin fee / account holder | $2,410 | $11,568-79.2% | $10,007-75.9% | $11,429-78.9% |