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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 | $559,636 | $138,114+305.2% | $125,391+346.3% | $134,545+315.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.10% | 750.88%-755.0pp | 572.41%-576.5pp | 418.37%-422.5pp |
| Employer contribution / active EE | $21,132 | $5,246+302.8% | $4,816+338.8% | $4,742+345.7% |
| Participant deferral / active EE | $14,573 | $7,801+86.8% | $7,448+95.7% | $6,401+127.7% |
| Admin fee / account holder | $13,406 | $11,570+15.9% | $10,009+33.9% | $11,431+17.3% |