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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 | $256,852 | $138,102+86.0% | $125,381+104.9% | $134,532+90.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.96% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $15,477 | $5,245+195.0% | $4,815+221.4% | $4,741+226.4% |
| Participant deferral / active EE | $11,919 | $7,801+52.8% | $7,448+60.0% | $6,401+86.2% |
| Admin fee / account holder | $6,785 | $11,568-41.3% | $10,007-32.2% | $11,429-40.6% |