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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 | $597,595 | $160,059+273.4% | $140,019+326.8% | $135,380+341.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.41% | 911.48%-918.9pp | 651.17%-658.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $17,451 | $6,420+171.8% | $5,605+211.3% | $4,779+265.2% |
| Participant deferral / active EE | $11,975 | $7,641+56.7% | $6,927+72.9% | $5,609+113.5% |
| Admin fee / account holder | $10,867 | $13,328-18.5% | $10,705+1.5% | $10,828+0.4% |