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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 | $284,291 | $160,059+77.6% | $140,019+103.0% | $135,380+110.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.98% | 911.48%-915.5pp | 651.17%-655.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $10,878 | $6,420+69.5% | $5,605+94.1% | $4,779+127.6% |
| Participant deferral / active EE | $8,222 | $7,641+7.6% | $6,927+18.7% | $5,609+46.6% |
| Admin fee / account holder | $12,273 | $13,328-7.9% | $10,705+14.6% | $10,828+13.3% |