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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 | $305,818 | $160,059+91.1% | $140,019+118.4% | $135,382+125.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.74% | 911.44%-915.2pp | 651.15%-654.9pp | 519.77%-523.5pp |
| Employer contribution / active EE | $17,656 | $6,420+175.0% | $5,605+215.0% | $4,779+269.5% |
| Participant deferral / active EE | $10,463 | $7,641+36.9% | $6,927+51.0% | $5,609+86.5% |
| Admin fee / account holder | $195,223 | $13,328+1364.8% | $10,705+1723.6% | $10,829+1702.9% |