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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 | $337,598 | $138,114+144.4% | $125,391+169.2% | $134,545+150.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.79% | 750.88%-758.7pp | 572.41%-580.2pp | 418.37%-426.2pp |
| Employer contribution / active EE | $19,819 | $5,246+277.8% | $4,816+311.5% | $4,742+318.0% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $12,962 | $11,570+12.0% | $10,009+29.5% | $11,431+13.4% |