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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 | $605,687 | $138,114+338.5% | $125,391+383.0% | $134,545+350.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.96% | 750.88%-770.8pp | 572.41%-592.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $10,173 | $5,246+93.9% | $4,816+111.2% | $4,742+114.5% |
| Participant deferral / active EE | $14,300 | $7,801+83.3% | $7,448+92.0% | $6,401+123.4% |
| Admin fee / account holder | $42,560 | $11,570+267.8% | $10,009+325.2% | $11,431+272.3% |