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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 | $328,710 | $138,102+138.0% | $125,381+162.2% | $134,532+144.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.10% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.4pp |
| Employer contribution / active EE | $11,494 | $5,245+119.1% | $4,815+138.7% | $4,741+142.4% |
| Participant deferral / active EE | $12,069 | $7,801+54.7% | $7,448+62.1% | $6,401+88.6% |
| Admin fee / account holder | $27,862 | $11,568+140.9% | $10,007+178.4% | $11,429+143.8% |