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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 | $499,291 | $138,102+261.5% | $125,381+298.2% | $134,532+271.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.26% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $16,195 | $5,245+208.8% | $4,815+236.3% | $4,741+241.6% |
| Participant deferral / active EE | $24,361 | $7,801+212.3% | $7,448+227.1% | $6,401+280.6% |
| Admin fee / account holder | $83,132 | $11,568+618.6% | $10,007+730.7% | $11,429+627.4% |