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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 | $259,877 | $138,076+88.2% | $123,553+110.3% | $135,380+92.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.35% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $8,729 | $5,152+69.4% | $4,628+88.6% | $4,779+82.6% |
| Participant deferral / active EE | $18,793 | $6,800+176.4% | $6,426+192.5% | $5,609+235.1% |
| Admin fee / account holder | $8,724 | $10,917-20.1% | $9,284-6.0% | $10,828-19.4% |