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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 | $386,326 | $138,102+179.7% | $125,381+208.1% | $134,532+187.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.82% | 750.73%-751.5pp | 572.31%-573.1pp | 418.27%-419.1pp |
| Employer contribution / active EE | $19,500 | $5,245+271.8% | $4,815+305.0% | $4,741+311.3% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $18,000 | $11,568+55.6% | $10,007+79.9% | $11,429+57.5% |