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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 | $325,219 | $180,466+80.2% | $154,114+111.0% | $135,382+140.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.33% | 888.15%-893.5pp | 735.16%-740.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $10,505 | $6,035+74.0% | $5,298+98.3% | $4,779+119.8% |
| Participant deferral / active EE | $13,110 | $5,806+125.8% | $5,081+158.0% | $5,609+133.7% |
| Admin fee / account holder | $8,471 | $16,144-47.5% | $13,411-36.8% | $10,829-21.8% |