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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 | $264,550 | $180,459+46.6% | $154,108+71.7% | $135,380+95.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.49% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $13,493 | $6,035+123.6% | $5,298+154.7% | $4,779+182.4% |
| Participant deferral / active EE | $10,292 | $5,806+77.3% | $5,081+102.6% | $5,609+83.5% |
| Admin fee / account holder | $1,033 | $16,145-93.6% | $13,411-92.3% | $10,828-90.5% |