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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 | $370,749 | $138,114+168.4% | $125,391+195.7% | $134,545+175.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.43% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $23,353 | $5,246+345.2% | $4,816+384.9% | $4,742+392.5% |
| Participant deferral / active EE | $19,086 | $7,801+144.7% | $7,448+156.2% | $6,401+198.2% |
| Admin fee / account holder | $5,540 | $11,570-52.1% | $10,009-44.6% | $11,431-51.5% |