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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 | $571,087 | $99,647+473.1% | $86,439+560.7% | $134,509+324.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.07% | 6784.13%-6799.2pp | 4395.55%-4410.6pp | 418.13%-433.2pp |
| Employer contribution / active EE | $9,977 | $4,401+126.7% | $3,769+164.7% | $4,741+110.5% |
| Participant deferral / active EE | $15,710 | $7,246+116.8% | $6,952+126.0% | $6,400+145.4% |
| Admin fee / account holder | $6,151 | $8,373-26.5% | $6,732-8.6% | $11,427-46.2% |