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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 | $893,201 | $138,114+546.7% | $125,391+612.3% | $134,545+563.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.31% | 750.88%-768.2pp | 572.41%-589.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $37,449 | $5,246+613.9% | $4,816+677.6% | $4,742+689.8% |
| Participant deferral / active EE | $3,900 | $7,801-50.0% | $7,448-47.6% | $6,401-39.1% |
| Admin fee / account holder | $186,887 | $11,570+1515.3% | $10,009+1767.3% | $11,431+1535.0% |