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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 | $389,032 | $138,114+181.7% | $125,391+210.3% | $134,545+189.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.53% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $15,569 | $5,246+196.8% | $4,816+223.3% | $4,742+228.3% |
| Participant deferral / active EE | $16,617 | $7,801+113.0% | $7,448+123.1% | $6,401+159.6% |
| Admin fee / account holder | $2,600 | $11,570-77.5% | $10,009-74.0% | $11,431-77.3% |