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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 | $566,009 | $138,114+309.8% | $125,391+351.4% | $134,545+320.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.97% | 750.88%-760.9pp | 572.41%-582.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $42,573 | $5,246+711.5% | $4,816+784.0% | $4,742+797.9% |
| Participant deferral / active EE | $19,053 | $7,801+144.2% | $7,448+155.8% | $6,401+197.6% |
| Admin fee / account holder | $165,648 | $11,570+1331.7% | $10,009+1555.0% | $11,431+1349.1% |