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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 | $340,570 | $180,462+88.7% | $154,111+121.0% | $135,379+151.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.15% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $18,985 | $6,036+214.6% | $5,298+258.4% | $4,779+297.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,500 | $16,145-90.7% | $13,411-88.8% | $10,828-86.1% |