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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 | $510,584 | $180,459+182.9% | $154,108+231.3% | $135,380+277.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.60% | 888.21%-888.8pp | 735.21%-735.8pp | 519.81%-520.4pp |
| Employer contribution / active EE | $15,000 | $6,035+148.5% | $5,298+183.2% | $4,779+213.9% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $1,166 | $16,145-92.8% | $13,411-91.3% | $10,828-89.2% |