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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 | $262,124 | $138,102+89.8% | $125,381+109.1% | $134,532+94.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.59% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $28,355 | $5,245+440.6% | $4,815+488.9% | $4,741+498.1% |
| Participant deferral / active EE | $19,750 | $7,801+153.2% | $7,448+165.2% | $6,401+208.5% |
| Admin fee / account holder | $3,178 | $11,568-72.5% | $10,007-68.2% | $11,429-72.2% |