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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 | $463,855 | $138,102+235.9% | $125,381+270.0% | $134,532+244.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.50% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $14,875 | $5,245+183.6% | $4,815+208.9% | $4,741+213.8% |
| Participant deferral / active EE | $17,626 | $7,801+126.0% | $7,448+136.7% | $6,401+175.4% |
| Admin fee / account holder | $68,017 | $11,568+488.0% | $10,007+579.7% | $11,429+495.2% |