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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 | $275,256 | $138,102+99.3% | $125,381+119.5% | $134,532+104.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.38% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $10,751 | $5,245+105.0% | $4,815+123.3% | $4,741+126.8% |
| Participant deferral / active EE | $10,462 | $7,801+34.1% | $7,448+40.5% | $6,401+63.4% |
| Admin fee / account holder | $1,888 | $11,568-83.7% | $10,007-81.1% | $11,429-83.5% |