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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 | $265,497 | $135,645+95.7% | $110,243+140.8% | $135,379+96.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.43% | 513.24%-514.7pp | 314.76%-316.2pp | 519.79%-521.2pp |
| Employer contribution / active EE | $10,460 | $4,907+113.2% | $3,827+173.3% | $4,779+118.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,234 | $11,458-19.4% | $8,548+8.0% | $10,828-14.7% |