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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 | $338,979 | $138,078+145.5% | $125,363+170.4% | $134,509+152.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.22% | 750.49%-766.7pp | 572.15%-588.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $11,037 | $5,245+110.4% | $4,815+129.2% | $4,741+132.8% |
| Participant deferral / active EE | $9,373 | $7,800+20.2% | $7,447+25.9% | $6,400+46.4% |
| Admin fee / account holder | $392 | $11,566-96.6% | $10,005-96.1% | $11,427-96.6% |