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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 | $585,476 | $88,603+560.8% | $69,890+737.7% | $134,545+335.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -5.00% | 442.93%-447.9pp | 190.84%-195.8pp | 418.37%-423.4pp |
| Employer contribution / active EE | $4,503 | $3,236+39.2% | $2,560+75.9% | $4,742-5.0% |
| Participant deferral / active EE | $12,635 | $4,771+164.8% | $3,848+228.3% | $6,401+97.4% |
| Admin fee / account holder | $21,093 | $10,443+102.0% | $6,267+236.6% | $11,431+84.5% |