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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 | $314,874 | $160,059+96.7% | $140,019+124.9% | $135,380+132.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.37% | 911.48%-913.8pp | 651.17%-653.5pp | 519.81%-522.2pp |
| Employer contribution / active EE | $6,673 | $6,420+3.9% | $5,605+19.0% | $4,779+39.6% |
| Participant deferral / active EE | $13,334 | $7,641+74.5% | $6,927+92.5% | $5,609+137.7% |
| Admin fee / account holder | $170,453 | $13,328+1178.9% | $10,705+1492.2% | $10,828+1474.2% |