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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 | $309,843 | $138,102+124.4% | $125,381+147.1% | $134,532+130.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.93% | 750.73%-764.7pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,615 | $5,245-50.1% | $4,815-45.7% | $4,741-44.8% |
| Participant deferral / active EE | $4,750 | $7,801-39.1% | $7,448-36.2% | $6,401-25.8% |
| Admin fee / account holder | $1,834 | $11,568-84.1% | $10,007-81.7% | $11,429-84.0% |