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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 | $289,104 | $138,125+109.3% | $125,401+130.5% | $134,554+114.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 751.06%-766.0pp | 572.53%-587.4pp | 418.46%-433.4pp |
| Employer contribution / active EE | $5,549 | $5,246+5.8% | $4,816+15.2% | $4,742+17.0% |
| Participant deferral / active EE | $12,132 | $7,801+55.5% | $7,448+62.9% | $6,401+89.5% |
| Admin fee / account holder | $2,030 | $11,569-82.5% | $10,008-79.7% | $11,430-82.2% |