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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 | $313,651 | $138,114+127.1% | $125,391+150.1% | $134,545+133.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.11% | 750.88%-767.0pp | 572.41%-588.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $3,843 | $5,246-26.7% | $4,816-20.2% | $4,742-19.0% |
| Participant deferral / active EE | $9,665 | $7,801+23.9% | $7,448+29.8% | $6,401+51.0% |
| Admin fee / account holder | $18,779 | $11,570+62.3% | $10,009+87.6% | $11,431+64.3% |