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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 | $656,449 | $138,102+375.3% | $125,381+423.6% | $134,532+387.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.36% | 750.73%-754.1pp | 572.31%-575.7pp | 418.27%-421.6pp |
| Employer contribution / active EE | $18,507 | $5,245+252.8% | $4,815+284.3% | $4,741+290.4% |
| Participant deferral / active EE | $20,250 | $7,801+159.6% | $7,448+171.9% | $6,401+216.4% |
| Admin fee / account holder | $793 | $11,568-93.1% | $10,007-92.1% | $11,429-93.1% |