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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 | $478,404 | $138,102+246.4% | $125,381+281.6% | $134,532+255.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.49% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $14,343 | $5,245+173.4% | $4,815+197.9% | $4,741+202.5% |
| Participant deferral / active EE | $17,428 | $7,801+123.4% | $7,448+134.0% | $6,401+172.3% |
| Admin fee / account holder | $11,513 | $11,568-0.5% | $10,007+15.1% | $11,429+0.7% |