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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 | $501,374 | $135,645+269.6% | $110,243+354.8% | $135,380+270.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.29% | 513.24%-519.5pp | 314.76%-321.0pp | 519.81%-526.1pp |
| Employer contribution / active EE | $18,706 | $4,907+281.2% | $3,827+388.8% | $4,779+291.4% |
| Participant deferral / active EE | $11,124 | $5,507+102.0% | $4,672+138.1% | $5,609+98.3% |
| Admin fee / account holder | $1,805 | $11,458-84.2% | $8,548-78.9% | $10,828-83.3% |