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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 | $442,072 | $160,059+176.2% | $140,019+215.7% | $135,379+226.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.61% | 911.44%-917.1pp | 651.15%-656.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $14,238 | $6,420+121.8% | $5,605+154.0% | $4,779+197.9% |
| Participant deferral / active EE | $16,761 | $7,641+119.4% | $6,927+142.0% | $5,609+198.8% |
| Admin fee / account holder | $9,776 | $13,328-26.6% | $10,705-8.7% | $10,828-9.7% |