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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 | $254,490 | $160,059+59.0% | $140,019+81.8% | $135,380+88.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.58% | 911.48%-915.1pp | 651.17%-654.7pp | 519.81%-523.4pp |
| Employer contribution / active EE | $8,725 | $6,420+35.9% | $5,605+55.7% | $4,779+82.6% |
| Participant deferral / active EE | $6,629 | $7,641-13.2% | $6,927-4.3% | $5,609+18.2% |
| Admin fee / account holder | $1,573 | $13,328-88.2% | $10,705-85.3% | $10,828-85.5% |