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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 | $560,421 | $138,078+305.9% | $125,363+347.0% | $134,509+316.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.09% | 750.49%-758.6pp | 572.15%-580.2pp | 418.13%-426.2pp |
| Employer contribution / active EE | $14,590 | $5,245+178.2% | $4,815+203.0% | $4,741+207.8% |
| Participant deferral / active EE | $19,470 | $7,800+149.6% | $7,447+161.4% | $6,400+204.2% |
| Admin fee / account holder | $4,155 | $11,566-64.1% | $10,005-58.5% | $11,427-63.6% |