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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 | $555,636 | $138,102+302.3% | $125,381+343.2% | $134,532+313.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.90% | 750.73%-760.6pp | 572.31%-582.2pp | 418.27%-428.2pp |
| Employer contribution / active EE | $19,766 | $5,245+276.8% | $4,815+310.5% | $4,741+316.9% |
| Participant deferral / active EE | $15,618 | $7,801+100.2% | $7,448+109.7% | $6,401+144.0% |
| Admin fee / account holder | $8,794 | $11,568-24.0% | $10,007-12.1% | $11,429-23.1% |