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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 | $257,492 | $160,059+60.9% | $140,019+83.9% | $135,382+90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.63% | 911.44%-913.1pp | 651.15%-652.8pp | 519.77%-521.4pp |
| Employer contribution / active EE | $18,498 | $6,420+188.2% | $5,605+230.0% | $4,779+287.1% |
| Participant deferral / active EE | $12,736 | $7,641+66.7% | $6,927+83.9% | $5,609+127.1% |
| Admin fee / account holder | $125,764 | $13,328+843.6% | $10,705+1074.8% | $10,829+1061.4% |