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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 | $486,558 | $138,114+252.3% | $125,391+288.0% | $134,545+261.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.17% | 750.88%-751.1pp | 572.41%-572.6pp | 418.37%-418.5pp |
| Employer contribution / active EE | $16,048 | $5,246+205.9% | $4,816+233.2% | $4,742+238.5% |
| Participant deferral / active EE | $6,670 | $7,801-14.5% | $7,448-10.5% | $6,401+4.2% |
| Admin fee / account holder | $21,856 | $11,570+88.9% | $10,009+118.4% | $11,431+91.2% |