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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 | $296,808 | $160,059+85.4% | $140,019+112.0% | $135,380+119.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.01% | 911.48%-920.5pp | 651.17%-660.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $14,304 | $6,420+122.8% | $5,605+155.2% | $4,779+199.3% |
| Participant deferral / active EE | $16,054 | $7,641+110.1% | $6,927+131.8% | $5,609+186.2% |
| Admin fee / account holder | $19,623 | $13,328+47.2% | $10,705+83.3% | $10,828+81.2% |