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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 | $270,566 | $138,102+95.9% | $125,381+115.8% | $134,532+101.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.47% | 750.73%-757.2pp | 572.31%-578.8pp | 418.27%-424.7pp |
| Employer contribution / active EE | $2,327 | $5,245-55.6% | $4,815-51.7% | $4,741-50.9% |
| Participant deferral / active EE | $9,738 | $7,801+24.8% | $7,448+30.7% | $6,401+52.1% |
| Admin fee / account holder | $850 | $11,568-92.6% | $10,007-91.5% | $11,429-92.6% |