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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 | $258,296 | $160,059+61.4% | $140,019+84.5% | $135,380+90.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.01% | 911.48%-914.5pp | 651.17%-654.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $20,750 | $6,420+223.2% | $5,605+270.2% | $4,779+334.2% |
| Participant deferral / active EE | $12,250 | $7,641+60.3% | $6,927+76.9% | $5,609+118.4% |
| Admin fee / account holder | $180,834 | $13,328+1256.8% | $10,705+1589.2% | $10,828+1570.0% |