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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 | $323,633 | $160,059+102.2% | $140,019+131.1% | $135,380+139.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.32% | 911.48%-915.8pp | 651.17%-655.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $25,241 | $6,420+293.2% | $5,605+350.3% | $4,779+428.2% |
| Participant deferral / active EE | $16,371 | $7,641+114.3% | $6,927+136.4% | $5,609+191.9% |
| Admin fee / account holder | $2,185 | $13,328-83.6% | $10,705-79.6% | $10,828-79.8% |