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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 | $294,959 | $160,059+84.3% | $140,019+110.7% | $135,380+117.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.23% | 911.48%-916.7pp | 651.17%-656.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $10,186 | $6,420+58.7% | $5,605+81.7% | $4,779+113.1% |
| Participant deferral / active EE | $12,868 | $7,641+68.4% | $6,927+85.8% | $5,609+129.4% |
| Admin fee / account holder | $328 | $13,328-97.5% | $10,705-96.9% | $10,828-97.0% |