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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 | $775,320 | $138,114+461.4% | $125,391+518.3% | $134,545+476.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.79% | 750.88%-762.7pp | 572.41%-584.2pp | 418.37%-430.2pp |
| Employer contribution / active EE | $68,033 | $5,246+1196.9% | $4,816+1312.7% | $4,742+1334.8% |
| Participant deferral / active EE | $29,100 | $7,801+273.0% | $7,448+290.7% | $6,401+354.6% |
| Admin fee / account holder | $20,837 | $11,570+80.1% | $10,009+108.2% | $11,431+82.3% |