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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 | $508,200 | $138,114+268.0% | $125,391+305.3% | $134,545+277.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.87% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $15,604 | $5,246+197.5% | $4,816+224.0% | $4,742+229.1% |
| Participant deferral / active EE | $13,595 | $7,801+74.3% | $7,448+82.5% | $6,401+112.4% |
| Admin fee / account holder | $76,688 | $11,570+562.8% | $10,009+666.2% | $11,431+570.9% |