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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 | $318,768 | $138,114+130.8% | $125,391+154.2% | $134,545+136.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.17% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $12,668 | $5,246+141.5% | $4,816+163.1% | $4,742+167.2% |
| Participant deferral / active EE | $10,459 | $7,801+34.1% | $7,448+40.4% | $6,401+63.4% |
| Admin fee / account holder | $66,673 | $11,570+476.3% | $10,009+566.2% | $11,431+483.3% |