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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 | $725,843 | $138,102+425.6% | $125,381+478.9% | $134,532+439.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.47% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $22,901 | $5,245+336.6% | $4,815+375.6% | $4,741+383.0% |
| Participant deferral / active EE | $8,263 | $7,801+5.9% | $7,448+10.9% | $6,401+29.1% |
| Admin fee / account holder | $27,017 | $11,568+133.5% | $10,007+170.0% | $11,429+136.4% |