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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 | $280,286 | $160,059+75.1% | $140,019+100.2% | $135,380+107.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.29% | 911.48%-916.8pp | 651.17%-656.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $7,722 | $6,420+20.3% | $5,605+37.8% | $4,779+61.6% |
| Participant deferral / active EE | $12,636 | $7,641+65.4% | $6,927+82.4% | $5,609+125.3% |
| Admin fee / account holder | $10,877 | $13,328-18.4% | $10,705+1.6% | $10,828+0.5% |