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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 | $276,486 | $180,459+53.2% | $154,108+79.4% | $135,380+104.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.97% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $15,149 | $6,035+151.0% | $5,298+186.0% | $4,779+217.0% |
| Participant deferral / active EE | $7,457 | $5,806+28.4% | $5,081+46.8% | $5,609+32.9% |
| Admin fee / account holder | $2,951 | $16,145-81.7% | $13,411-78.0% | $10,828-72.7% |