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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 | $845,877 | $138,114+512.4% | $125,391+574.6% | $134,545+528.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.34% | 750.88%-768.2pp | 572.41%-589.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $21,917 | $5,246+317.8% | $4,816+355.1% | $4,742+362.2% |
| Participant deferral / active EE | $24,833 | $7,801+218.3% | $7,448+233.4% | $6,401+287.9% |
| Admin fee / account holder | $12,669 | $11,570+9.5% | $10,009+26.6% | $11,431+10.8% |