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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 | $654,726 | $180,462+262.8% | $154,111+324.8% | $135,379+383.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.31% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $15,072 | $6,036+149.7% | $5,298+184.5% | $4,779+215.4% |
| Participant deferral / active EE | $17,200 | $5,806+196.2% | $5,081+238.5% | $5,609+206.7% |
| Admin fee / account holder | $58,969 | $16,145+265.3% | $13,411+339.7% | $10,828+444.6% |