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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 | $262,992 | $138,114+90.4% | $125,391+109.7% | $134,545+95.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.20% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $17,949 | $5,246+242.2% | $4,816+272.7% | $4,742+278.5% |
| Participant deferral / active EE | $4,333 | $7,801-44.5% | $7,448-41.8% | $6,401-32.3% |
| Admin fee / account holder | $2,522 | $11,570-78.2% | $10,009-74.8% | $11,431-77.9% |