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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 | $278,394 | $160,070+73.9% | $147,117+89.2% | $145,897+90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,665 | $5,285-49.6% | $4,932-46.0% | $4,663-42.8% |
| Participant deferral / active EE | $10,441 | $8,419+24.0% | $8,065+29.5% | $6,689+56.1% |
| Admin fee / account holder | $411 | $15,035-97.3% | $12,993-96.8% | $13,390-96.9% |