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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 | $612,107 | $138,102+343.2% | $125,381+388.2% | $134,532+355.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $23,254 | $5,245+343.3% | $4,815+382.9% | $4,741+390.5% |
| Participant deferral / active EE | $13,725 | $7,801+75.9% | $7,448+84.3% | $6,401+114.4% |
| Admin fee / account holder | $2,079 | $11,568-82.0% | $10,007-79.2% | $11,429-81.8% |