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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 | $386,834 | $160,059+141.7% | $140,019+176.3% | $135,382+185.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.02% | 911.44%-915.5pp | 651.15%-655.2pp | 519.77%-523.8pp |
| Employer contribution / active EE | $28,875 | $6,420+349.8% | $5,605+415.1% | $4,779+504.2% |
| Participant deferral / active EE | $21,500 | $7,641+181.4% | $6,927+210.4% | $5,609+283.3% |
| Admin fee / account holder | $2,658 | $13,328-80.1% | $10,705-75.2% | $10,829-75.5% |