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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 | $614,969 | $138,078+345.4% | $125,363+390.5% | $134,509+357.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.39% | 750.49%-760.9pp | 572.15%-582.5pp | 418.13%-428.5pp |
| Employer contribution / active EE | $40,500 | $5,245+672.2% | $4,815+741.2% | $4,741+754.3% |
| Participant deferral / active EE | $20,500 | $7,800+162.8% | $7,447+175.3% | $6,400+220.3% |
| Admin fee / account holder | $322,244 | $11,566+2686.2% | $10,005+3120.7% | $11,427+2720.1% |