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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 | $408,532 | $138,102+195.8% | $125,381+225.8% | $134,532+203.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.14% | 750.73%-763.9pp | 572.31%-585.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $12,558 | $5,245+139.4% | $4,815+160.8% | $4,741+164.9% |
| Participant deferral / active EE | $11,187 | $7,801+43.4% | $7,448+50.2% | $6,401+74.8% |
| Admin fee / account holder | $13,375 | $11,568+15.6% | $10,007+33.7% | $11,429+17.0% |