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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 | $571,924 | $138,114+314.1% | $125,391+356.1% | $134,545+325.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.66% | 750.88%-768.5pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $31,250 | $5,246+495.7% | $4,816+548.9% | $4,742+559.1% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $98,238 | $11,570+749.1% | $10,009+881.5% | $11,431+759.4% |