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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 | $266,142 | $138,102+92.7% | $125,381+112.3% | $134,532+97.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -17.93% | 750.73%-768.7pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,043 | $5,245-22.9% | $4,815-16.0% | $4,741-14.7% |
| Participant deferral / active EE | $12,666 | $7,801+62.4% | $7,448+70.1% | $6,401+97.9% |
| Admin fee / account holder | $500 | $11,568-95.7% | $10,007-95.0% | $11,429-95.6% |