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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 | $602,076 | $138,102+336.0% | $125,381+380.2% | $134,532+347.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.96% | 750.73%-760.7pp | 572.31%-582.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $20,250 | $5,245+286.1% | $4,815+320.5% | $4,741+327.1% |
| Participant deferral / active EE | $24,750 | $7,801+217.3% | $7,448+232.3% | $6,401+286.7% |
| Admin fee / account holder | $14,755 | $11,568+27.5% | $10,007+47.4% | $11,429+29.1% |