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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 | $250,952 | $138,114+81.7% | $125,391+100.1% | $134,545+86.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -13.37% | 750.88%-764.3pp | 572.41%-585.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $8,252 | $5,246+57.3% | $4,816+71.4% | $4,742+74.0% |
| Participant deferral / active EE | $7,854 | $7,801+0.7% | $7,448+5.5% | $6,401+22.7% |
| Admin fee / account holder | $452 | $11,570-96.1% | $10,009-95.5% | $11,431-96.0% |