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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 | $273,083 | $138,114+97.7% | $125,391+117.8% | $134,545+103.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.38% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $27,068 | $5,246+416.0% | $4,816+462.1% | $4,742+470.9% |
| Participant deferral / active EE | $9,044 | $7,801+15.9% | $7,448+21.4% | $6,401+41.3% |
| Admin fee / account holder | $3,387 | $11,570-70.7% | $10,009-66.2% | $11,431-70.4% |