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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 | $520,888 | $138,114+277.1% | $125,391+315.4% | $134,545+287.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.76% | 750.88%-761.6pp | 572.41%-583.2pp | 418.37%-429.1pp |
| Employer contribution / active EE | $3,124 | $5,246-40.4% | $4,816-35.1% | $4,742-34.1% |
| Participant deferral / active EE | $12,351 | $7,801+58.3% | $7,448+65.8% | $6,401+92.9% |
| Admin fee / account holder | $4,680 | $11,570-59.6% | $10,009-53.2% | $11,431-59.1% |