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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 | $344,561 | $180,459+90.9% | $154,108+123.6% | $135,380+154.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -2.16% | 888.21%-890.4pp | 735.21%-737.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $24,740 | $6,035+309.9% | $5,298+367.0% | $4,779+417.7% |
| Participant deferral / active EE | $6,813 | $5,806+17.3% | $5,081+34.1% | $5,609+21.5% |
| Admin fee / account holder | $203,937 | $16,145+1163.2% | $13,411+1420.6% | $10,828+1783.4% |