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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 | $544,211 | $138,114+294.0% | $125,391+334.0% | $134,545+304.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.50% | 750.88%-756.4pp | 572.41%-577.9pp | 418.37%-423.9pp |
| Employer contribution / active EE | $10,073 | $5,246+92.0% | $4,816+109.2% | $4,742+112.4% |
| Participant deferral / active EE | $26,710 | $7,801+242.4% | $7,448+258.6% | $6,401+317.3% |
| Admin fee / account holder | $94,978 | $11,570+720.9% | $10,009+849.0% | $11,431+730.9% |