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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 | $279,214 | $138,114+102.2% | $125,391+122.7% | $134,545+107.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.51% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $5,210 | $5,246-0.7% | $4,816+8.2% | $4,742+9.9% |
| Participant deferral / active EE | $9,017 | $7,801+15.6% | $7,448+21.1% | $6,401+40.9% |
| Admin fee / account holder | $20,196 | $11,570+74.6% | $10,009+101.8% | $11,431+76.7% |