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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 | $318,490 | $190,862+66.9% | $159,991+99.1% | $134,509+136.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.46% | 552.59%-568.1pp | 408.82%-424.3pp | 418.13%-433.6pp |
| Employer contribution / active EE | $12,941 | $4,995+159.1% | $4,225+206.3% | $4,741+173.0% |
| Participant deferral / active EE | $4,596 | $6,924-33.6% | $6,183-25.7% | $6,400-28.2% |
| Admin fee / account holder | $11,762 | $10,495+12.1% | $8,715+35.0% | $11,427+2.9% |