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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 | $454,734 | $160,059+184.1% | $140,019+224.8% | $135,379+235.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.30% | 911.44%-916.7pp | 651.15%-656.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $14,900 | $6,420+132.1% | $5,605+165.8% | $4,779+211.8% |
| Participant deferral / active EE | $17,814 | $7,641+133.1% | $6,927+157.2% | $5,609+217.6% |
| Admin fee / account holder | $100,903 | $13,328+657.1% | $10,705+842.5% | $10,828+831.9% |