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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 | $395,025 | $138,102+186.0% | $125,381+215.1% | $134,532+193.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.32% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.6pp |
| Employer contribution / active EE | $25,693 | $5,245+389.8% | $4,815+433.6% | $4,741+441.9% |
| Participant deferral / active EE | $14,352 | $7,801+84.0% | $7,448+92.7% | $6,401+124.2% |
| Admin fee / account holder | $3,313 | $11,568-71.4% | $10,007-66.9% | $11,429-71.0% |