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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 | $335,053 | $160,059+109.3% | $140,019+139.3% | $135,380+147.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.37% | 911.48%-914.8pp | 651.17%-654.5pp | 519.81%-523.2pp |
| Employer contribution / active EE | $19,935 | $6,420+210.5% | $5,605+255.6% | $4,779+317.1% |
| Participant deferral / active EE | $11,472 | $7,641+50.1% | $6,927+65.6% | $5,609+104.5% |
| Admin fee / account holder | $103,865 | $13,328+679.3% | $10,705+870.2% | $10,828+859.2% |