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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 | $389,585 | $138,114+182.1% | $125,391+210.7% | $134,545+189.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.96% | 750.88%-766.8pp | 572.41%-588.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $4,345 | $5,246-17.2% | $4,816-9.8% | $4,742-8.4% |
| Participant deferral / active EE | $19,097 | $7,801+144.8% | $7,448+156.4% | $6,401+198.3% |
| Admin fee / account holder | $1,679 | $11,570-85.5% | $10,009-83.2% | $11,431-85.3% |