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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 | $326,983 | $138,114+136.7% | $125,391+160.8% | $134,545+143.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.26% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $9,894 | $5,246+88.6% | $4,816+105.5% | $4,742+108.7% |
| Participant deferral / active EE | $11,931 | $7,801+52.9% | $7,448+60.2% | $6,401+86.4% |
| Admin fee / account holder | $3,095 | $11,570-73.2% | $10,009-69.1% | $11,431-72.9% |