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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 | $306,376 | $138,114+121.8% | $125,391+144.3% | $134,545+127.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.75% | 750.88%-760.6pp | 572.41%-582.2pp | 418.37%-428.1pp |
| Employer contribution / active EE | $1,916 | $5,246-63.5% | $4,816-60.2% | $4,742-59.6% |
| Participant deferral / active EE | $3,920 | $7,801-49.8% | $7,448-47.4% | $6,401-38.8% |
| Admin fee / account holder | $26,422 | $11,570+128.4% | $10,009+164.0% | $11,431+131.1% |