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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 | $291,239 | $138,114+110.9% | $125,391+132.3% | $134,545+116.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.53% | 750.88%-763.4pp | 572.41%-584.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $4,578 | $5,246-12.7% | $4,816-4.9% | $4,742-3.5% |
| Participant deferral / active EE | $16,757 | $7,801+114.8% | $7,448+125.0% | $6,401+161.8% |
| Admin fee / account holder | $24,959 | $11,570+115.7% | $10,009+149.4% | $11,431+118.4% |