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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 | $306,393 | $180,459+69.8% | $154,108+98.8% | $135,380+126.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.20% | 888.21%-889.4pp | 735.21%-736.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $11,449 | $6,035+89.7% | $5,298+116.1% | $4,779+139.6% |
| Participant deferral / active EE | $9,902 | $5,806+70.5% | $5,081+94.9% | $5,609+76.5% |
| Admin fee / account holder | $5,919 | $16,145-63.3% | $13,411-55.9% | $10,828-45.3% |