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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 | $674,155 | $160,028+321.3% | $147,080+358.4% | $145,884+362.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $26,317 | $5,286+397.9% | $4,933+433.4% | $4,662+464.5% |
| Participant deferral / active EE | $15,442 | $8,422+83.4% | $8,066+91.4% | $6,690+130.8% |
| Admin fee / account holder | $4,395 | $15,030-70.8% | $12,989-66.2% | $13,392-67.2% |