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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 | $256,041 | $138,102+85.4% | $125,381+104.2% | $134,532+90.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.16% | 750.73%-762.9pp | 572.31%-584.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,356 | $5,245-74.1% | $4,815-71.8% | $4,741-71.4% |
| Participant deferral / active EE | $6,257 | $7,801-19.8% | $7,448-16.0% | $6,401-2.3% |
| Admin fee / account holder | $2,954 | $11,568-74.5% | $10,007-70.5% | $11,429-74.2% |