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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 | $386,911 | $138,114+180.1% | $125,391+208.6% | $134,545+187.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.24% | 750.88%-766.1pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $11,765 | $5,246+124.3% | $4,816+144.3% | $4,742+148.1% |
| Participant deferral / active EE | $12,088 | $7,801+55.0% | $7,448+62.3% | $6,401+88.8% |
| Admin fee / account holder | $749 | $11,570-93.5% | $10,009-92.5% | $11,431-93.5% |