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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 | $581,030 | $138,114+320.7% | $125,391+363.4% | $134,545+331.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.40% | 750.88%-763.3pp | 572.41%-584.8pp | 418.37%-430.8pp |
| Employer contribution / active EE | $19,108 | $5,246+264.2% | $4,816+296.8% | $4,742+303.0% |
| Participant deferral / active EE | $17,904 | $7,801+129.5% | $7,448+140.4% | $6,401+179.7% |
| Admin fee / account holder | $9,748 | $11,570-15.7% | $10,009-2.6% | $11,431-14.7% |