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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 | $310,071 | $138,114+124.5% | $125,391+147.3% | $134,545+130.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.81% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $8,688 | $5,246+65.6% | $4,816+80.4% | $4,742+83.2% |
| Participant deferral / active EE | $13,156 | $7,801+68.6% | $7,448+76.6% | $6,401+105.5% |
| Admin fee / account holder | $1,004 | $11,570-91.3% | $10,009-90.0% | $11,431-91.2% |