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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 | $949,963 | $138,068+588.0% | $125,358+657.8% | $134,493+606.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.85% | 750.30%-765.2pp | 572.03%-586.9pp | 418.01%-432.9pp |
| Employer contribution / active EE | $11,375 | $5,244+116.9% | $4,814+136.3% | $4,740+140.0% |
| Participant deferral / active EE | $9,415 | $7,799+20.7% | $7,447+26.4% | $6,400+47.1% |
| Admin fee / account holder | $33,914 | $11,568+193.2% | $10,007+238.9% | $11,425+196.8% |