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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 | $281,005 | $190,916+47.2% | $160,037+75.6% | $134,545+108.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.18% | 552.79%-554.0pp | 408.95%-410.1pp | 418.37%-419.6pp |
| Employer contribution / active EE | $28,009 | $4,996+460.7% | $4,226+562.8% | $4,742+490.7% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,163 | $10,497-41.3% | $8,716-29.3% | $11,431-46.1% |