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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 | $286,511 | $180,459+58.8% | $154,108+85.9% | $135,380+111.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.36% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $15,680 | $6,035+159.8% | $5,298+196.0% | $4,779+228.1% |
| Participant deferral / active EE | $9,847 | $5,806+69.6% | $5,081+93.8% | $5,609+75.6% |
| Admin fee / account holder | $1,431 | $16,145-91.1% | $13,411-89.3% | $10,828-86.8% |