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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 | $264,471 | $138,114+91.5% | $125,391+110.9% | $134,545+96.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.51% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $3,689 | $5,246-29.7% | $4,816-23.4% | $4,742-22.2% |
| Participant deferral / active EE | $10,788 | $7,801+38.3% | $7,448+44.8% | $6,401+68.5% |
| Admin fee / account holder | $15,268 | $11,570+32.0% | $10,009+52.5% | $11,431+33.6% |