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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 | $334,398 | $138,114+142.1% | $125,391+166.7% | $134,545+148.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.38% | 750.88%-771.3pp | 572.41%-592.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $5,198 | $5,246-0.9% | $4,816+7.9% | $4,742+9.6% |
| Participant deferral / active EE | $12,895 | $7,801+65.3% | $7,448+73.1% | $6,401+101.4% |
| Admin fee / account holder | $74,628 | $11,570+545.0% | $10,009+645.6% | $11,431+552.9% |