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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 | $356,425 | $138,102+158.1% | $125,381+184.3% | $134,532+164.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.91% | 750.73%-760.6pp | 572.31%-582.2pp | 418.27%-428.2pp |
| Employer contribution / active EE | $29,893 | $5,245+469.9% | $4,815+520.8% | $4,741+530.5% |
| Participant deferral / active EE | $7,285 | $7,801-6.6% | $7,448-2.2% | $6,401+13.8% |
| Admin fee / account holder | $20,170 | $11,568+74.4% | $10,007+101.6% | $11,429+76.5% |