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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 | $296,080 | $138,068+114.4% | $125,358+136.2% | $134,493+120.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.87% | 750.30%-763.2pp | 572.03%-584.9pp | 418.01%-430.9pp |
| Employer contribution / active EE | $14,272 | $5,244+172.2% | $4,814+196.5% | $4,740+201.1% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $596 | $11,568-94.8% | $10,007-94.0% | $11,425-94.8% |