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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 | $592,575 | $138,078+329.2% | $125,363+372.7% | $134,509+340.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.57% | 750.49%-753.1pp | 572.15%-574.7pp | 418.13%-420.7pp |
| Employer contribution / active EE | $21,875 | $5,245+317.1% | $4,815+354.3% | $4,741+361.4% |
| Participant deferral / active EE | $11,000 | $7,800+41.0% | $7,447+47.7% | $6,400+71.9% |
| Admin fee / account holder | $23,306 | $11,566+101.5% | $10,005+132.9% | $11,427+104.0% |