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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 | $305,779 | $138,102+121.4% | $125,381+143.9% | $134,532+127.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -18.56% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $11,742 | $5,245+123.9% | $4,815+143.9% | $4,741+147.7% |
| Participant deferral / active EE | $8,523 | $7,801+9.3% | $7,448+14.4% | $6,401+33.1% |
| Admin fee / account holder | $1,325 | $11,568-88.5% | $10,007-86.8% | $11,429-88.4% |