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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 | $665,028 | $160,059+315.5% | $140,019+375.0% | $135,380+391.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.09% | 911.48%-915.6pp | 651.17%-655.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $9,325 | $6,420+45.3% | $5,605+66.4% | $4,779+95.1% |
| Participant deferral / active EE | $7,413 | $7,641-3.0% | $6,927+7.0% | $5,609+32.2% |
| Admin fee / account holder | $16,783 | $13,328+25.9% | $10,705+56.8% | $10,828+55.0% |