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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 | $324,158 | $160,059+102.5% | $140,019+131.5% | $135,379+139.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.75% | 911.44%-916.2pp | 651.15%-655.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $23,459 | $6,420+265.4% | $5,605+318.5% | $4,779+390.9% |
| Participant deferral / active EE | $5,820 | $7,641-23.8% | $6,927-16.0% | $5,609+3.8% |
| Admin fee / account holder | $14,519 | $13,328+8.9% | $10,705+35.6% | $10,828+34.1% |