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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 | $272,914 | $138,102+97.6% | $125,381+117.7% | $134,532+102.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.47% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,180 | $5,245-77.5% | $4,815-75.5% | $4,741-75.1% |
| Participant deferral / active EE | $8,144 | $7,801+4.4% | $7,448+9.3% | $6,401+27.2% |
| Admin fee / account holder | $15,557 | $11,568+34.5% | $10,007+55.5% | $11,429+36.1% |