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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 | $336,029 | $138,102+143.3% | $125,381+168.0% | $134,532+149.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.27% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,919 | $5,245-44.3% | $4,815-39.4% | $4,741-38.4% |
| Participant deferral / active EE | $6,890 | $7,801-11.7% | $7,448-7.5% | $6,401+7.6% |
| Admin fee / account holder | $21,149 | $11,568+82.8% | $10,007+111.3% | $11,429+85.1% |