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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 | $305,120 | $138,114+120.9% | $125,391+143.3% | $134,545+126.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.31% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $5,428 | $5,246+3.5% | $4,816+12.7% | $4,742+14.5% |
| Participant deferral / active EE | $15,489 | $7,801+98.5% | $7,448+107.9% | $6,401+142.0% |
| Admin fee / account holder | $4,909 | $11,570-57.6% | $10,009-51.0% | $11,431-57.1% |