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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 | $366,786 | $138,102+165.6% | $125,381+192.5% | $134,532+172.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.73%-767.1pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $12,215 | $5,245+132.9% | $4,815+153.7% | $4,741+157.6% |
| Participant deferral / active EE | $12,023 | $7,801+54.1% | $7,448+61.4% | $6,401+87.8% |
| Admin fee / account holder | $8,253 | $11,568-28.7% | $10,007-17.5% | $11,429-27.8% |