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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 | $438,851 | $160,059+174.2% | $140,019+213.4% | $135,380+224.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.83% | 911.48%-919.3pp | 651.17%-659.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $14,734 | $6,420+129.5% | $5,605+162.9% | $4,779+208.3% |
| Participant deferral / active EE | $9,269 | $7,641+21.3% | $6,927+33.8% | $5,609+65.3% |
| Admin fee / account holder | $21,225 | $13,328+59.3% | $10,705+98.3% | $10,828+96.0% |