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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 | $478,244 | $138,102+246.3% | $125,381+281.4% | $134,532+255.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.62% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $20,201 | $5,245+285.1% | $4,815+319.5% | $4,741+326.1% |
| Participant deferral / active EE | $2,904 | $7,801-62.8% | $7,448-61.0% | $6,401-54.6% |
| Admin fee / account holder | $26,109 | $11,568+125.7% | $10,007+160.9% | $11,429+128.5% |