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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 | $600,019 | $138,114+334.4% | $125,391+378.5% | $134,545+346.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.73% | 750.88%-764.6pp | 572.41%-586.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $7,823 | $5,246+49.1% | $4,816+62.5% | $4,742+65.0% |
| Participant deferral / active EE | $22,356 | $7,801+186.6% | $7,448+200.1% | $6,401+249.2% |
| Admin fee / account holder | $67,085 | $11,570+479.8% | $10,009+570.3% | $11,431+486.9% |