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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 | $251,842 | $160,059+57.3% | $140,019+79.9% | $135,379+86.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.73% | 911.44%-920.2pp | 651.15%-659.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $13,966 | $6,420+117.6% | $5,605+149.2% | $4,779+192.2% |
| Participant deferral / active EE | $7,787 | $7,641+1.9% | $6,927+12.4% | $5,609+38.8% |
| Admin fee / account holder | $8,438 | $13,328-36.7% | $10,705-21.2% | $10,828-22.1% |