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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 | $588,853 | $138,102+326.4% | $125,381+369.6% | $134,532+337.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.53% | 750.73%-764.3pp | 572.31%-585.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $17,254 | $5,245+228.9% | $4,815+258.3% | $4,741+263.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,803 | $11,568+53.9% | $10,007+77.9% | $11,429+55.8% |