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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 | $864,116 | $138,102+525.7% | $125,381+589.2% | $134,532+542.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.06% | 750.73%-763.8pp | 572.31%-585.4pp | 418.27%-431.3pp |
| Employer contribution / active EE | $22,347 | $5,245+326.0% | $4,815+364.1% | $4,741+371.3% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $8,410 | $11,568-27.3% | $10,007-16.0% | $11,429-26.4% |