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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 | $583,705 | $138,102+322.7% | $125,381+365.5% | $134,532+333.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.55% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.8pp |
| Employer contribution / active EE | $11,321 | $5,245+115.8% | $4,815+135.1% | $4,741+138.8% |
| Participant deferral / active EE | $15,113 | $7,801+93.7% | $7,448+102.9% | $6,401+136.1% |
| Admin fee / account holder | $6,488 | $11,568-43.9% | $10,007-35.2% | $11,429-43.2% |