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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 | $300,157 | $138,102+117.3% | $125,381+139.4% | $134,532+123.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.02% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $16,985 | $5,245+223.8% | $4,815+252.7% | $4,741+258.2% |
| Participant deferral / active EE | $10,431 | $7,801+33.7% | $7,448+40.1% | $6,401+63.0% |
| Admin fee / account holder | $1,482 | $11,568-87.2% | $10,007-85.2% | $11,429-87.0% |