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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 | $416,859 | $138,114+201.8% | $125,391+232.4% | $134,545+209.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.01% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $10,800 | $5,246+105.9% | $4,816+124.3% | $4,742+127.8% |
| Participant deferral / active EE | $11,505 | $7,801+47.5% | $7,448+54.5% | $6,401+79.7% |
| Admin fee / account holder | $3,232 | $11,570-72.1% | $10,009-67.7% | $11,431-71.7% |