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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 | $508,008 | $138,078+267.9% | $125,363+305.2% | $134,509+277.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.06% | 750.49%-760.6pp | 572.15%-582.2pp | 418.13%-428.2pp |
| Employer contribution / active EE | $21,247 | $5,245+305.1% | $4,815+341.3% | $4,741+348.2% |
| Participant deferral / active EE | $11,772 | $7,800+50.9% | $7,447+58.1% | $6,400+83.9% |
| Admin fee / account holder | $3,516 | $11,566-69.6% | $10,005-64.9% | $11,427-69.2% |