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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 | $577,691 | $160,059+260.9% | $140,019+312.6% | $135,380+326.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.21% | 911.48%-912.7pp | 651.17%-652.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $27,847 | $6,420+333.8% | $5,605+396.8% | $4,779+482.7% |
| Participant deferral / active EE | $18,400 | $7,641+140.8% | $6,927+165.6% | $5,609+228.0% |
| Admin fee / account holder | $2,594 | $13,328-80.5% | $10,705-75.8% | $10,828-76.0% |