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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 | $253,077 | $138,078+83.3% | $125,363+101.9% | $134,509+88.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.58% | 750.49%-767.1pp | 572.15%-588.7pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,694 | $7,800+75.6% | $7,447+83.9% | $6,400+113.9% |
| Admin fee / account holder | $6,411 | $11,566-44.6% | $10,005-35.9% | $11,427-43.9% |