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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 | $573,550 | $138,114+315.3% | $125,391+357.4% | $134,545+326.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.89% | 750.88%-763.8pp | 572.41%-585.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $3,439 | $5,246-34.4% | $4,816-28.6% | $4,742-27.5% |
| Participant deferral / active EE | $12,200 | $7,801+56.4% | $7,448+63.8% | $6,401+90.6% |
| Admin fee / account holder | $145,795 | $11,570+1160.1% | $10,009+1356.7% | $11,431+1175.5% |