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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 | $290,005 | $138,114+110.0% | $125,391+131.3% | $134,545+115.5% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -19.43% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $11,700 | $5,246+123.0% | $4,816+143.0% | $4,742+146.8% |
| Participant deferral / active EE | $11,082 | $7,801+42.1% | $7,448+48.8% | $6,401+73.1% |
| Admin fee / account holder | $6,667 | $11,570-42.4% | $10,009-33.4% | $11,431-41.7% |