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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 | $594,667 | $160,059+271.5% | $140,019+324.7% | $135,382+339.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.38% | 911.44%-913.8pp | 651.15%-653.5pp | 519.77%-522.2pp |
| Employer contribution / active EE | $27,556 | $6,420+329.2% | $5,605+391.6% | $4,779+476.6% |
| Participant deferral / active EE | $22,500 | $7,641+194.5% | $6,927+224.8% | $5,609+301.1% |
| Admin fee / account holder | $5,521 | $13,328-58.6% | $10,705-48.4% | $10,829-49.0% |