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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 | $748,619 | $138,102+442.1% | $125,381+497.1% | $134,532+456.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.63% | 750.73%-767.4pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $11,100 | $5,245+111.6% | $4,815+130.5% | $4,741+134.1% |
| Participant deferral / active EE | $18,300 | $7,801+134.6% | $7,448+145.7% | $6,401+185.9% |
| Admin fee / account holder | $6,257 | $11,568-45.9% | $10,007-37.5% | $11,429-45.3% |