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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 | $291,932 | $138,114+111.4% | $125,391+132.8% | $134,545+117.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.46% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $7,604 | $5,246+44.9% | $4,816+57.9% | $4,742+60.4% |
| Participant deferral / active EE | $11,870 | $7,801+52.2% | $7,448+59.4% | $6,401+85.4% |
| Admin fee / account holder | $13,093 | $11,570+13.2% | $10,009+30.8% | $11,431+14.5% |