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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 | $443,417 | $160,059+177.0% | $140,019+216.7% | $135,380+227.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.20% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $13,333 | $6,420+107.7% | $5,605+137.9% | $4,779+179.0% |
| Participant deferral / active EE | $12,333 | $7,641+61.4% | $6,927+78.1% | $5,609+119.9% |
| Admin fee / account holder | $10,702 | $13,328-19.7% | $10,7050% | $10,828-1.2% |