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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 | $351,869 | $160,059+119.8% | $140,019+151.3% | $135,380+159.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.51% | 911.48%-918.0pp | 651.17%-657.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,838 | $6,420-71.4% | $5,605-67.2% | $4,779-61.5% |
| Participant deferral / active EE | $14,667 | $7,641+92.0% | $6,927+111.7% | $5,609+161.5% |
| Admin fee / account holder | $431 | $13,328-96.8% | $10,705-96.0% | $10,828-96.0% |