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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 | $636,879 | $138,102+361.2% | $125,381+408.0% | $134,532+373.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.27% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $10,333 | $5,245+97.0% | $4,815+114.6% | $4,741+118.0% |
| Participant deferral / active EE | $18,267 | $7,801+134.2% | $7,448+145.3% | $6,401+185.4% |
| Admin fee / account holder | $15,045 | $11,568+30.1% | $10,007+50.3% | $11,429+31.6% |