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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 | $614,824 | $160,059+284.1% | $140,019+339.1% | $135,380+354.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.01% | 911.48%-915.5pp | 651.17%-655.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $8,571 | $6,420+33.5% | $5,605+52.9% | $4,779+79.4% |
| Participant deferral / active EE | $10,545 | $7,641+38.0% | $6,927+52.2% | $5,609+88.0% |
| Admin fee / account holder | $18,769 | $13,328+40.8% | $10,705+75.3% | $10,828+73.3% |