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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 | $283,758 | $160,059+77.3% | $140,019+102.7% | $135,380+109.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.99% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $20,674 | $6,420+222.0% | $5,605+268.8% | $4,779+332.6% |
| Participant deferral / active EE | $14,481 | $7,641+89.5% | $6,927+109.1% | $5,609+158.2% |
| Admin fee / account holder | $38,076 | $13,328+185.7% | $10,705+255.7% | $10,828+251.6% |