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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 | $411,037 | $138,102+197.6% | $125,381+227.8% | $134,532+205.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.91% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $22,672 | $5,245+332.2% | $4,815+370.8% | $4,741+378.2% |
| Participant deferral / active EE | $13,675 | $7,801+75.3% | $7,448+83.6% | $6,401+113.6% |
| Admin fee / account holder | $2,079 | $11,568-82.0% | $10,007-79.2% | $11,429-81.8% |