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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 | $694,682 | $138,114+403.0% | $125,391+454.0% | $134,545+416.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.90% | 750.88%-762.8pp | 572.41%-584.3pp | 418.37%-430.3pp |
| Employer contribution / active EE | $23,451 | $5,246+347.0% | $4,816+387.0% | $4,742+394.6% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $3,808 | $11,570-67.1% | $10,009-62.0% | $11,431-66.7% |