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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 | $273,873 | $138,114+98.3% | $125,391+118.4% | $134,545+103.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.29% | 750.88%-759.2pp | 572.41%-580.7pp | 418.37%-426.7pp |
| Employer contribution / active EE | $34,173 | $5,246+551.4% | $4,816+609.6% | $4,742+620.7% |
| Participant deferral / active EE | $9,964 | $7,801+27.7% | $7,448+33.8% | $6,401+55.7% |
| Admin fee / account holder | $535,468 | $11,570+4528.0% | $10,009+5250.1% | $11,431+4584.5% |