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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 | $898,299 | $160,059+461.2% | $140,019+541.6% | $135,380+563.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.98% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $17,735 | $6,420+176.3% | $5,605+216.4% | $4,779+271.1% |
| Participant deferral / active EE | $20,226 | $7,641+164.7% | $6,927+192.0% | $5,609+260.6% |
| Admin fee / account holder | $35,200 | $13,328+164.1% | $10,705+228.8% | $10,828+225.1% |