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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 | $338,479 | $138,102+145.1% | $125,381+170.0% | $134,532+151.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.14% | 750.73%-762.9pp | 572.31%-584.4pp | 418.27%-430.4pp |
| Employer contribution / active EE | $32,041 | $5,245+510.8% | $4,815+565.4% | $4,741+575.8% |
| Participant deferral / active EE | $19,551 | $7,801+150.6% | $7,448+162.5% | $6,401+205.4% |
| Admin fee / account holder | $1,960 | $11,568-83.1% | $10,007-80.4% | $11,429-82.8% |