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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 | $265,271 | $138,114+92.1% | $125,391+111.6% | $134,545+97.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.23% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $12,559 | $5,246+139.4% | $4,816+160.8% | $4,742+164.9% |
| Participant deferral / active EE | $11,227 | $7,801+43.9% | $7,448+50.7% | $6,401+75.4% |
| Admin fee / account holder | $1,224 | $11,570-89.4% | $10,009-87.8% | $11,431-89.3% |