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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 | $284,240 | $138,068+105.9% | $125,358+126.7% | $134,493+111.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.39% | 750.30%-766.7pp | 572.03%-588.4pp | 418.01%-434.4pp |
| Employer contribution / active EE | $23,526 | $5,244+348.6% | $4,814+388.7% | $4,740+396.3% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,311 | $11,568-28.2% | $10,007-16.9% | $11,425-27.3% |