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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 | $660,790 | $138,114+378.4% | $125,391+427.0% | $134,545+391.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.67% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $30,781 | $5,246+486.8% | $4,816+539.2% | $4,742+549.2% |
| Participant deferral / active EE | $12,235 | $7,801+56.8% | $7,448+64.3% | $6,401+91.1% |
| Admin fee / account holder | $2,517 | $11,570-78.2% | $10,009-74.9% | $11,431-78.0% |