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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 | $425,152 | $160,059+165.6% | $140,019+203.6% | $135,380+214.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.06% | 911.48%-919.5pp | 651.17%-659.2pp | 519.81%-527.9pp |
| Employer contribution / active EE | $22,319 | $6,420+247.7% | $5,605+298.2% | $4,779+367.0% |
| Participant deferral / active EE | $14,220 | $7,641+86.1% | $6,927+105.3% | $5,609+153.5% |
| Admin fee / account holder | $46,545 | $13,328+249.2% | $10,705+334.8% | $10,828+329.9% |