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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 | $495,689 | $138,114+258.9% | $125,391+295.3% | $134,545+268.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.15% | 750.88%-762.0pp | 572.41%-583.6pp | 418.37%-429.5pp |
| Employer contribution / active EE | $5,658 | $5,246+7.9% | $4,816+17.5% | $4,742+19.3% |
| Participant deferral / active EE | $16,718 | $7,801+114.3% | $7,448+124.5% | $6,401+161.2% |
| Admin fee / account holder | $5,290 | $11,570-54.3% | $10,009-47.1% | $11,431-53.7% |