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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 | $512,789 | $138,114+271.3% | $125,391+309.0% | $134,545+281.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.39% | 750.88%-765.3pp | 572.41%-586.8pp | 418.37%-432.8pp |
| Employer contribution / active EE | $10,652 | $5,246+103.1% | $4,816+121.2% | $4,742+124.7% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $3,759 | $11,570-67.5% | $10,009-62.4% | $11,431-67.1% |