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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 | $784,397 | $138,102+468.0% | $125,381+525.6% | $134,532+483.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.51% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $3,824 | $5,245-27.1% | $4,815-20.6% | $4,741-19.4% |
| Participant deferral / active EE | $17,946 | $7,801+130.1% | $7,448+141.0% | $6,401+180.4% |
| Admin fee / account holder | $33,111 | $11,568+186.2% | $10,007+230.9% | $11,429+189.7% |