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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 | $378,246 | $138,114+173.9% | $125,391+201.7% | $134,545+181.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.05% | 750.88%-767.9pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,064 | $5,246-79.7% | $4,816-77.9% | $4,742-77.6% |
| Participant deferral / active EE | $6,302 | $7,801-19.2% | $7,448-15.4% | $6,401-1.6% |
| Admin fee / account holder | $33,930 | $11,570+193.3% | $10,009+239.0% | $11,431+196.8% |