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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 | $338,789 | $138,114+145.3% | $125,391+170.2% | $134,545+151.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.79% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $3,426 | $5,246-34.7% | $4,816-28.9% | $4,742-27.7% |
| Participant deferral / active EE | $6,938 | $7,801-11.1% | $7,448-6.9% | $6,401+8.4% |
| Admin fee / account holder | $30,395 | $11,570+162.7% | $10,009+203.7% | $11,431+165.9% |