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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 | $349,014 | $138,102+152.7% | $125,381+178.4% | $134,532+159.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.49% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $4,568 | $5,245-12.9% | $4,815-5.1% | $4,741-3.7% |
| Participant deferral / active EE | $19,550 | $7,801+150.6% | $7,448+162.5% | $6,401+205.4% |
| Admin fee / account holder | $1,462 | $11,568-87.4% | $10,007-85.4% | $11,429-87.2% |