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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 | $397,935 | $160,059+148.6% | $140,019+184.2% | $135,380+193.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.73% | 911.48%-914.2pp | 651.17%-653.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $5,727 | $6,420-10.8% | $5,605+2.2% | $4,779+19.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,223 | $13,328-90.8% | $10,705-88.6% | $10,828-88.7% |