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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 | $577,533 | $160,059+260.8% | $140,019+312.5% | $135,380+326.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.92% | 911.48%-919.4pp | 651.17%-659.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $19,472 | $6,420+203.3% | $5,605+247.4% | $4,779+307.5% |
| Participant deferral / active EE | $13,125 | $7,641+71.8% | $6,927+89.5% | $5,609+134.0% |
| Admin fee / account holder | $12,582 | $13,328-5.6% | $10,705+17.5% | $10,828+16.2% |