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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 | $564,116 | $138,102+308.5% | $125,381+349.9% | $134,532+319.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.92% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $24,020 | $5,245+357.9% | $4,815+398.8% | $4,741+406.6% |
| Participant deferral / active EE | $33,500 | $7,801+329.5% | $7,448+349.8% | $6,401+423.4% |
| Admin fee / account holder | $166,875 | $11,568+1342.6% | $10,007+1567.6% | $11,429+1360.2% |