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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 | $251,787 | $138,114+82.3% | $125,391+100.8% | $134,545+87.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.12% | 750.88%-763.0pp | 572.41%-584.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $16,495 | $5,246+214.4% | $4,816+242.5% | $4,742+247.9% |
| Participant deferral / active EE | $9,091 | $7,801+16.5% | $7,448+22.1% | $6,401+42.0% |
| Admin fee / account holder | $15,936 | $11,570+37.7% | $10,009+59.2% | $11,431+39.4% |