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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 | $443,101 | $138,114+220.8% | $125,391+253.4% | $134,545+229.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.10% | 750.88%-763.0pp | 572.41%-584.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $34,472 | $5,246+557.1% | $4,816+615.8% | $4,742+627.0% |
| Participant deferral / active EE | $20,921 | $7,801+168.2% | $7,448+180.9% | $6,401+226.8% |
| Admin fee / account holder | $18,777 | $11,570+62.3% | $10,009+87.6% | $11,431+64.3% |