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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 | $971,509 | $138,078+603.6% | $125,363+675.0% | $134,509+622.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.70% | 750.49%-763.2pp | 572.15%-584.8pp | 418.13%-430.8pp |
| Employer contribution / active EE | $9,475 | $5,245+80.7% | $4,815+96.8% | $4,741+99.9% |
| Participant deferral / active EE | $8,525 | $7,800+9.3% | $7,447+14.5% | $6,400+33.2% |
| Admin fee / account holder | $139,673 | $11,566+1107.6% | $10,005+1296.0% | $11,427+1122.3% |