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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 | $471,289 | $138,114+241.2% | $125,391+275.9% | $134,545+250.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.85% | 750.88%-753.7pp | 572.41%-575.3pp | 418.37%-421.2pp |
| Employer contribution / active EE | $10,487 | $5,246+99.9% | $4,816+117.8% | $4,742+121.2% |
| Participant deferral / active EE | $10,157 | $7,801+30.2% | $7,448+36.4% | $6,401+58.7% |
| Admin fee / account holder | $6,307 | $11,570-45.5% | $10,009-37.0% | $11,431-44.8% |