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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 | $688,786 | $135,645+407.8% | $110,243+524.8% | $135,380+408.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.15% | 513.24%-517.4pp | 314.76%-318.9pp | 519.81%-524.0pp |
| Employer contribution / active EE | $34,802 | $4,907+609.2% | $3,827+809.4% | $4,779+628.2% |
| Participant deferral / active EE | $24,500 | $5,507+344.9% | $4,672+424.4% | $5,609+336.8% |
| Admin fee / account holder | $14,580 | $11,458+27.2% | $8,548+70.6% | $10,828+34.6% |