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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 | $448,288 | $138,102+224.6% | $125,381+257.5% | $134,532+233.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.34% | 750.73%-763.1pp | 572.31%-584.6pp | 418.27%-430.6pp |
| Employer contribution / active EE | $40,500 | $5,245+672.1% | $4,815+741.1% | $4,741+754.2% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $1,373 | $11,568-88.1% | $10,007-86.3% | $11,429-88.0% |