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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 | $686,539 | $138,078+397.2% | $125,363+447.6% | $134,509+410.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.59% | 750.49%-761.1pp | 572.15%-582.7pp | 418.13%-428.7pp |
| Employer contribution / active EE | $22,608 | $5,245+331.1% | $4,815+369.6% | $4,741+376.9% |
| Participant deferral / active EE | $18,200 | $7,800+133.3% | $7,447+144.4% | $6,400+184.4% |
| Admin fee / account holder | $6,509 | $11,566-43.7% | $10,005-34.9% | $11,427-43.0% |