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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 | $390,331 | $138,102+182.6% | $125,381+211.3% | $134,532+190.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.54% | 750.73%-766.3pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $9,426 | $5,245+79.7% | $4,815+95.7% | $4,741+98.8% |
| Participant deferral / active EE | $12,370 | $7,801+58.6% | $7,448+66.1% | $6,401+93.2% |
| Admin fee / account holder | $21,477 | $11,568+85.7% | $10,007+114.6% | $11,429+87.9% |