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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 | $533,300 | $138,102+286.2% | $125,381+325.3% | $134,532+296.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.50% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $8,006 | $5,245+52.6% | $4,815+66.3% | $4,741+68.9% |
| Participant deferral / active EE | $23,019 | $7,801+195.1% | $7,448+209.1% | $6,401+259.6% |
| Admin fee / account holder | $538 | $11,568-95.3% | $10,007-94.6% | $11,429-95.3% |