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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 | $450,258 | $138,102+226.0% | $125,381+259.1% | $134,532+234.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.32% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $15,962 | $5,245+204.3% | $4,815+231.5% | $4,741+236.7% |
| Participant deferral / active EE | $11,619 | $7,801+48.9% | $7,448+56.0% | $6,401+81.5% |
| Admin fee / account holder | $481 | $11,568-95.8% | $10,007-95.2% | $11,429-95.8% |