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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 | $258,747 | $138,078+87.4% | $125,363+106.4% | $134,509+92.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.13% | 750.49%-763.6pp | 572.15%-585.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $9,000 | $5,245+71.6% | $4,815+86.9% | $4,741+89.9% |
| Participant deferral / active EE | $27,000 | $7,800+246.2% | $7,447+262.6% | $6,400+321.9% |
| Admin fee / account holder | $2,872 | $11,566-75.2% | $10,005-71.3% | $11,427-74.9% |