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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 | $138,068+111.4% | $125,358+132.9% | $134,493+117.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.46% | 750.30%-769.8pp | 572.03%-591.5pp | 418.01%-437.5pp |
| Employer contribution / active EE | $7,604 | $5,244+45.0% | $4,814+57.9% | $4,740+60.4% |
| Participant deferral / active EE | $11,870 | $7,799+52.2% | $7,447+59.4% | $6,400+85.5% |
| Admin fee / account holder | $13,093 | $11,568+13.2% | $10,007+30.8% | $11,425+14.6% |