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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 | $343,561 | $138,078+148.8% | $125,363+174.1% | $134,509+155.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.88% | 750.49%-767.4pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $9,034 | $5,245+72.2% | $4,815+87.6% | $4,741+90.6% |
| Participant deferral / active EE | $12,659 | $7,800+62.3% | $7,447+70.0% | $6,400+97.8% |
| Admin fee / account holder | $13,824 | $11,566+19.5% | $10,005+38.2% | $11,427+21.0% |