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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 | $340,856 | $138,068+146.9% | $125,358+171.9% | $134,493+153.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.82% | 750.30%-762.1pp | 572.03%-583.9pp | 418.01%-429.8pp |
| Employer contribution / active EE | $26,185 | $5,244+399.4% | $4,814+443.9% | $4,740+452.4% |
| Participant deferral / active EE | $6,528 | $7,799-16.3% | $7,447-12.3% | $6,400+2.0% |
| Admin fee / account holder | $140,324 | $11,568+1113.1% | $10,007+1302.3% | $11,425+1128.2% |