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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 | $265,600 | $180,459+47.2% | $154,108+72.3% | $135,380+96.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.20% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $11,499 | $6,035+90.5% | $5,298+117.1% | $4,779+140.6% |
| Participant deferral / active EE | $6,633 | $5,806+14.2% | $5,081+30.6% | $5,609+18.3% |
| Admin fee / account holder | $2,118 | $16,145-86.9% | $13,411-84.2% | $10,828-80.4% |