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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 | $511,157 | $138,114+270.1% | $125,391+307.7% | $134,545+279.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.68% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $25,221 | $5,246+380.8% | $4,816+423.7% | $4,742+431.9% |
| Participant deferral / active EE | $18,045 | $7,801+131.3% | $7,448+142.3% | $6,401+181.9% |
| Admin fee / account holder | $23,687 | $11,570+104.7% | $10,009+136.7% | $11,431+107.2% |