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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 | $612,877 | $138,114+343.7% | $125,391+388.8% | $134,545+355.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.11% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $26,075 | $5,246+397.0% | $4,816+441.4% | $4,742+449.9% |
| Participant deferral / active EE | $12,707 | $7,801+62.9% | $7,448+70.6% | $6,401+98.5% |
| Admin fee / account holder | $5,567 | $11,570-51.9% | $10,009-44.4% | $11,431-51.3% |