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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 | $332,090 | $138,114+140.4% | $125,391+164.8% | $134,545+146.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.61% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,750 | $5,246-28.5% | $4,816-22.1% | $4,742-20.9% |
| Participant deferral / active EE | $16,833 | $7,801+115.8% | $7,448+126.0% | $6,401+163.0% |
| Admin fee / account holder | $2,109 | $11,570-81.8% | $10,009-78.9% | $11,431-81.5% |