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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 | $294,171 | $138,102+113.0% | $125,381+134.6% | $134,532+118.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.78% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $5,083 | $5,245-3.1% | $4,815+5.6% | $4,741+7.2% |
| Participant deferral / active EE | $12,624 | $7,801+61.8% | $7,448+69.5% | $6,401+97.2% |
| Admin fee / account holder | $3,656 | $11,568-68.4% | $10,007-63.5% | $11,429-68.0% |