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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 | $339,218 | $138,114+145.6% | $125,391+170.5% | $134,545+152.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.03% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $21,144 | $5,246+303.1% | $4,816+339.1% | $4,742+345.9% |
| Participant deferral / active EE | $14,572 | $7,801+86.8% | $7,448+95.6% | $6,401+127.6% |
| Admin fee / account holder | $10,647 | $11,570-8.0% | $10,009+6.4% | $11,431-6.9% |