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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 | $291,563 | $138,102+111.1% | $125,381+132.5% | $134,532+116.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.47% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $12,331 | $5,245+135.1% | $4,815+156.1% | $4,741+160.1% |
| Participant deferral / active EE | $15,177 | $7,801+94.6% | $7,448+103.8% | $6,401+137.1% |
| Admin fee / account holder | $16,946 | $11,568+46.5% | $10,007+69.3% | $11,429+48.3% |