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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 | $650,398 | $138,102+371.0% | $125,381+418.7% | $134,532+383.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.80% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $18,590 | $5,245+254.4% | $4,815+286.1% | $4,741+292.1% |
| Participant deferral / active EE | $24,370 | $7,801+212.4% | $7,448+227.2% | $6,401+280.7% |
| Admin fee / account holder | $43,565 | $11,568+276.6% | $10,007+335.3% | $11,429+281.2% |