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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 | $270,258 | $160,059+68.8% | $140,019+93.0% | $135,380+99.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.83% | 911.48%-917.3pp | 651.17%-657.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $20,326 | $6,420+216.6% | $5,605+262.6% | $4,779+325.3% |
| Participant deferral / active EE | $11,195 | $7,641+46.5% | $6,927+61.6% | $5,609+99.6% |
| Admin fee / account holder | $2,094 | $13,328-84.3% | $10,705-80.4% | $10,828-80.7% |