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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 | $256,490 | $138,114+85.7% | $125,391+104.6% | $134,545+90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.39% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $16,245 | $5,246+209.7% | $4,816+237.3% | $4,742+242.6% |
| Participant deferral / active EE | $9,749 | $7,801+25.0% | $7,448+30.9% | $6,401+52.3% |
| Admin fee / account holder | $2,180 | $11,570-81.2% | $10,009-78.2% | $11,431-80.9% |