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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 | $255,900 | $180,462+41.8% | $154,111+66.0% | $135,379+89.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.95% | 888.17%-890.1pp | 735.18%-737.1pp | 519.79%-521.7pp |
| Employer contribution / active EE | $9,066 | $6,036+50.2% | $5,298+71.1% | $4,779+89.7% |
| Participant deferral / active EE | $11,018 | $5,806+89.8% | $5,081+116.9% | $5,609+96.4% |
| Admin fee / account holder | $17,912 | $16,145+10.9% | $13,411+33.6% | $10,828+65.4% |