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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 | $862,088 | $138,114+524.2% | $125,391+587.5% | $134,545+540.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.18% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $5,000 | $5,246-4.7% | $4,816+3.8% | $4,742+5.5% |
| Participant deferral / active EE | $18,470 | $7,801+136.8% | $7,448+148.0% | $6,401+188.5% |
| Admin fee / account holder | $4,018 | $11,570-65.3% | $10,009-59.9% | $11,431-64.8% |