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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 | $618,696 | $160,059+286.5% | $140,019+341.9% | $135,380+357.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.32% | 911.48%-917.8pp | 651.17%-657.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $16,236 | $6,420+152.9% | $5,605+189.6% | $4,779+239.7% |
| Participant deferral / active EE | $13,508 | $7,641+76.8% | $6,927+95.0% | $5,609+140.8% |
| Admin fee / account holder | $17,953 | $13,328+34.7% | $10,705+67.7% | $10,828+65.8% |