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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 | $685,070 | $138,102+396.1% | $125,381+446.4% | $134,532+409.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.84% | 750.73%-767.6pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $24,227 | $5,245+361.9% | $4,815+403.1% | $4,741+411.0% |
| Participant deferral / active EE | $13,825 | $7,801+77.2% | $7,448+85.6% | $6,401+116.0% |
| Admin fee / account holder | $2,837 | $11,568-75.5% | $10,007-71.7% | $11,429-75.2% |