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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 | $262,662 | $138,102+90.2% | $125,381+109.5% | $134,532+95.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.34% | 750.73%-770.1pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $6,000 | $5,245+14.4% | $4,815+24.6% | $4,741+26.6% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.3% | $6,401+220.3% |
| Admin fee / account holder | $133,331 | $11,568+1052.6% | $10,007+1232.4% | $11,429+1066.6% |