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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 | $254,146 | $138,114+84.0% | $125,391+102.7% | $134,545+88.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.51% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $3,157 | $5,246-39.8% | $4,816-34.4% | $4,742-33.4% |
| Participant deferral / active EE | $10,879 | $7,801+39.5% | $7,448+46.1% | $6,401+69.9% |
| Admin fee / account holder | $9,806 | $11,570-15.2% | $10,009-2.0% | $11,431-14.2% |