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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 | $266,563 | $138,114+93.0% | $125,391+112.6% | $134,545+98.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.17% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $9,439 | $5,246+79.9% | $4,816+96.0% | $4,742+99.1% |
| Participant deferral / active EE | $11,752 | $7,801+50.7% | $7,448+57.8% | $6,401+83.6% |
| Admin fee / account holder | $1,139 | $11,570-90.2% | $10,009-88.6% | $11,431-90.0% |