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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 | $281,751 | $180,459+56.1% | $154,108+82.8% | $135,380+108.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.69% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $10,120 | $6,035+67.7% | $5,298+91.0% | $4,779+111.8% |
| Participant deferral / active EE | $6,092 | $5,806+4.9% | $5,081+19.9% | $5,609+8.6% |
| Admin fee / account holder | $1,637 | $16,145-89.9% | $13,411-87.8% | $10,828-84.9% |