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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 | $462,728 | $138,114+235.0% | $125,391+269.0% | $134,545+243.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.48% | 750.88%-761.4pp | 572.41%-582.9pp | 418.37%-428.8pp |
| Employer contribution / active EE | $43,958 | $5,246+737.9% | $4,816+812.8% | $4,742+827.1% |
| Participant deferral / active EE | $32,415 | $7,801+315.5% | $7,448+335.2% | $6,401+406.4% |
| Admin fee / account holder | $144,240 | $11,570+1146.7% | $10,009+1341.2% | $11,431+1161.9% |