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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 | $330,284 | $160,059+106.4% | $140,019+135.9% | $135,380+144.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.55% | 911.48%-913.0pp | 651.17%-652.7pp | 519.81%-521.4pp |
| Employer contribution / active EE | $15,024 | $6,420+134.0% | $5,605+168.0% | $4,779+214.4% |
| Participant deferral / active EE | $13,407 | $7,641+75.5% | $6,927+93.6% | $5,609+139.0% |
| Admin fee / account holder | $61,569 | $13,328+362.0% | $10,705+475.1% | $10,828+468.6% |