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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 | $285,261 | $138,102+106.6% | $125,381+127.5% | $134,532+112.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.49% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $11,967 | $5,245+128.1% | $4,815+148.5% | $4,741+152.4% |
| Participant deferral / active EE | $13,596 | $7,801+74.3% | $7,448+82.6% | $6,401+112.4% |
| Admin fee / account holder | $7,020 | $11,568-39.3% | $10,007-29.9% | $11,429-38.6% |