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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 | $278,687 | $138,102+101.8% | $125,381+122.3% | $134,532+107.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.47% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,697 | $5,245-29.5% | $4,815-23.2% | $4,741-22.0% |
| Participant deferral / active EE | $19,006 | $7,801+143.7% | $7,448+155.2% | $6,401+196.9% |
| Admin fee / account holder | $9,748 | $11,568-15.7% | $10,007-2.6% | $11,429-14.7% |