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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 | $324,171 | $138,114+134.7% | $125,391+158.5% | $134,545+140.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.05% | 750.88%-764.9pp | 572.41%-586.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $5,480 | $5,246+4.5% | $4,816+13.8% | $4,742+15.6% |
| Participant deferral / active EE | $15,047 | $7,801+92.9% | $7,448+102.0% | $6,401+135.1% |
| Admin fee / account holder | $9,454 | $11,570-18.3% | $10,009-5.5% | $11,431-17.3% |