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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 | $254,894 | $138,114+84.6% | $125,391+103.3% | $134,545+89.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.21% | 750.88%-761.1pp | 572.41%-582.6pp | 418.37%-428.6pp |
| Employer contribution / active EE | $7,729 | $5,246+47.3% | $4,816+60.5% | $4,742+63.0% |
| Participant deferral / active EE | $6,988 | $7,801-10.4% | $7,448-6.2% | $6,401+9.2% |
| Admin fee / account holder | $4,405 | $11,570-61.9% | $10,009-56.0% | $11,431-61.5% |