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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 | $287,462 | $138,102+108.2% | $125,381+129.3% | $134,532+113.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.51% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $13,697 | $5,245+161.1% | $4,815+184.4% | $4,741+188.9% |
| Participant deferral / active EE | $13,760 | $7,801+76.4% | $7,448+84.8% | $6,401+115.0% |
| Admin fee / account holder | $4,372 | $11,568-62.2% | $10,007-56.3% | $11,429-61.7% |