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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 | $306,957 | $138,114+122.2% | $125,391+144.8% | $134,545+128.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.66% | 750.88%-762.5pp | 572.41%-584.1pp | 418.37%-430.0pp |
| Employer contribution / active EE | $9,391 | $5,246+79.0% | $4,816+95.0% | $4,742+98.1% |
| Participant deferral / active EE | $6,513 | $7,801-16.5% | $7,448-12.6% | $6,401+1.7% |
| Admin fee / account holder | $144,226 | $11,570+1146.5% | $10,009+1341.0% | $11,431+1161.7% |