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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 | $401,010 | $138,114+190.3% | $125,391+219.8% | $134,545+198.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.75% | 750.88%-769.6pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $14,645 | $5,246+179.2% | $4,816+204.1% | $4,742+208.9% |
| Participant deferral / active EE | $11,288 | $7,801+44.7% | $7,448+51.6% | $6,401+76.3% |
| Admin fee / account holder | $4,742 | $11,570-59.0% | $10,009-52.6% | $11,431-58.5% |