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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 | $334,097 | $138,114+141.9% | $125,391+166.4% | $134,545+148.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.91% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $9,559 | $5,246+82.2% | $4,816+98.5% | $4,742+101.6% |
| Participant deferral / active EE | $14,646 | $7,801+87.8% | $7,448+96.6% | $6,401+128.8% |
| Admin fee / account holder | $625 | $11,570-94.6% | $10,009-93.8% | $11,431-94.5% |