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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 | $323,847 | $138,114+134.5% | $125,391+158.3% | $134,545+140.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.29% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $21,974 | $5,246+318.9% | $4,816+356.3% | $4,742+363.4% |
| Participant deferral / active EE | $17,814 | $7,801+128.4% | $7,448+139.2% | $6,401+178.3% |
| Admin fee / account holder | $3,696 | $11,570-68.1% | $10,009-63.1% | $11,431-67.7% |