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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 | $275,316 | $138,114+99.3% | $125,391+119.6% | $134,545+104.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.80% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,986 | $5,246-24.0% | $4,816-17.2% | $4,742-15.9% |
| Participant deferral / active EE | $3,801 | $7,801-51.3% | $7,448-49.0% | $6,401-40.6% |
| Admin fee / account holder | $11,352 | $11,570-1.9% | $10,009+13.4% | $11,431-0.7% |