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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 | $489,267 | $138,114+254.2% | $125,391+290.2% | $134,545+263.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.88% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $23,065 | $5,246+339.7% | $4,816+379.0% | $4,742+386.4% |
| Participant deferral / active EE | $16,590 | $7,801+112.7% | $7,448+122.7% | $6,401+159.2% |
| Admin fee / account holder | $12,747 | $11,570+10.2% | $10,009+27.4% | $11,431+11.5% |