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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 | $838,728 | $138,078+507.4% | $125,363+569.0% | $134,509+523.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.56% | 750.49%-766.0pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $20,368 | $5,245+288.3% | $4,815+323.0% | $4,741+329.7% |
| Participant deferral / active EE | $10,970 | $7,800+40.6% | $7,447+47.3% | $6,400+71.4% |
| Admin fee / account holder | $1,881 | $11,566-83.7% | $10,005-81.2% | $11,427-83.5% |