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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 | $441,816 | $138,114+219.9% | $125,391+252.4% | $134,545+228.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.81% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $21,138 | $5,246+302.9% | $4,816+338.9% | $4,742+345.8% |
| Participant deferral / active EE | $18,067 | $7,801+131.6% | $7,448+142.6% | $6,401+182.2% |
| Admin fee / account holder | $56,667 | $11,570+389.8% | $10,009+466.2% | $11,431+395.7% |