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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 | $305,775 | $138,078+121.5% | $125,363+143.9% | $134,509+127.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.77% | 750.49%-764.3pp | 572.15%-585.9pp | 418.13%-431.9pp |
| Employer contribution / active EE | $6,019 | $5,245+14.8% | $4,815+25.0% | $4,741+27.0% |
| Participant deferral / active EE | $10,202 | $7,800+30.8% | $7,447+37.0% | $6,400+59.4% |
| Admin fee / account holder | $66,007 | $11,566+470.7% | $10,005+559.7% | $11,427+477.7% |