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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 | $271,875 | $180,466+50.7% | $154,114+76.4% | $135,382+100.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.31% | 888.15%-889.5pp | 735.16%-736.5pp | 519.77%-521.1pp |
| Employer contribution / active EE | $4,716 | $6,035-21.9% | $5,298-11.0% | $4,779-1.3% |
| Participant deferral / active EE | $24,000 | $5,806+313.3% | $5,081+372.4% | $5,609+327.9% |
| Admin fee / account holder | $2,707 | $16,144-83.2% | $13,411-79.8% | $10,829-75.0% |