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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 | $539,232 | $138,114+290.4% | $125,391+330.0% | $134,545+300.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.94% | 750.88%-763.8pp | 572.41%-585.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $25,591 | $5,246+387.8% | $4,816+431.4% | $4,742+439.7% |
| Participant deferral / active EE | $17,961 | $7,801+130.2% | $7,448+141.1% | $6,401+180.6% |
| Admin fee / account holder | $201,493 | $11,570+1641.5% | $10,009+1913.2% | $11,431+1662.7% |