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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 | $865,184 | $160,059+440.5% | $140,019+517.9% | $135,380+539.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.96% | 911.48%-914.4pp | 651.17%-654.1pp | 519.81%-522.8pp |
| Employer contribution / active EE | $13,510 | $6,420+110.5% | $5,605+141.0% | $4,779+182.7% |
| Participant deferral / active EE | $13,875 | $7,641+81.6% | $6,927+100.3% | $5,609+147.4% |
| Admin fee / account holder | $366,248 | $13,328+2648.0% | $10,705+3321.2% | $10,828+3282.4% |