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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 | $311,308 | $138,078+125.5% | $125,363+148.3% | $134,509+131.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.66% | 750.49%-765.2pp | 572.15%-586.8pp | 418.13%-432.8pp |
| Employer contribution / active EE | $11,156 | $5,245+112.7% | $4,815+131.7% | $4,741+135.3% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $16,333 | $11,566+41.2% | $10,005+63.2% | $11,427+42.9% |