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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 | $370,181 | $160,059+131.3% | $140,019+164.4% | $135,380+173.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.78% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $21,069 | $6,420+228.2% | $5,605+275.9% | $4,779+340.9% |
| Participant deferral / active EE | $18,787 | $7,641+145.9% | $6,927+171.2% | $5,609+234.9% |
| Admin fee / account holder | $3,980 | $13,328-70.1% | $10,705-62.8% | $10,828-63.2% |