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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 | $663,018 | $138,114+380.1% | $125,391+428.8% | $134,545+392.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.80% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $26,347 | $5,246+402.2% | $4,816+447.1% | $4,742+455.7% |
| Participant deferral / active EE | $14,950 | $7,801+91.6% | $7,448+100.7% | $6,401+133.5% |
| Admin fee / account holder | $28,607 | $11,570+147.2% | $10,009+185.8% | $11,431+150.3% |