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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 | $393,493 | $138,114+184.9% | $125,391+213.8% | $134,545+192.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.60% | 750.88%-765.5pp | 572.41%-587.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $12,742 | $5,246+142.9% | $4,816+164.6% | $4,742+168.7% |
| Participant deferral / active EE | $8,126 | $7,801+4.2% | $7,448+9.1% | $6,401+26.9% |
| Admin fee / account holder | $4,334 | $11,570-62.5% | $10,009-56.7% | $11,431-62.1% |