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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 | $278,063 | $138,114+101.3% | $125,391+121.8% | $134,545+106.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.06% | 750.88%-764.9pp | 572.41%-586.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $22,667 | $5,246+332.1% | $4,816+370.7% | $4,742+378.0% |
| Participant deferral / active EE | $21,333 | $7,801+173.5% | $7,448+186.4% | $6,401+233.3% |
| Admin fee / account holder | $1,439 | $11,570-87.6% | $10,009-85.6% | $11,431-87.4% |