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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 | $914,073 | $138,114+561.8% | $125,391+629.0% | $134,545+579.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.85% | 750.88%-761.7pp | 572.41%-583.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $26,016 | $5,246+395.9% | $4,816+440.2% | $4,742+448.7% |
| Participant deferral / active EE | $24,214 | $7,801+210.4% | $7,448+225.1% | $6,401+278.3% |
| Admin fee / account holder | $117,624 | $11,570+916.6% | $10,009+1075.2% | $11,431+929.0% |