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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 | $461,744 | $138,102+234.3% | $125,381+268.3% | $134,532+243.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.00% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $14,875 | $5,245+183.6% | $4,815+208.9% | $4,741+213.8% |
| Participant deferral / active EE | $9,485 | $7,801+21.6% | $7,448+27.4% | $6,401+48.2% |
| Admin fee / account holder | $9,345 | $11,568-19.2% | $10,007-6.6% | $11,429-18.2% |