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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 | $262,469 | $138,114+90.0% | $125,391+109.3% | $134,545+95.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.68% | 750.88%-758.6pp | 572.41%-580.1pp | 418.37%-426.0pp |
| Employer contribution / active EE | $2,739 | $5,246-47.8% | $4,816-43.1% | $4,742-42.2% |
| Participant deferral / active EE | $10,901 | $7,801+39.7% | $7,448+46.4% | $6,401+70.3% |
| Admin fee / account holder | $7,218 | $11,570-37.6% | $10,009-27.9% | $11,431-36.9% |