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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 | $385,338 | $160,059+140.7% | $140,019+175.2% | $135,379+184.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.70% | 911.44%-916.1pp | 651.15%-655.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $4,167 | $6,420-35.1% | $5,605-25.7% | $4,779-12.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,398 | $13,328-89.5% | $10,705-86.9% | $10,828-87.1% |