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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 | $335,615 | $138,102+143.0% | $125,381+167.7% | $134,532+149.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.84% | 750.73%-770.6pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $3,267 | $5,245-37.7% | $4,815-32.1% | $4,741-31.1% |
| Participant deferral / active EE | $12,016 | $7,801+54.0% | $7,448+61.3% | $6,401+87.7% |
| Admin fee / account holder | $10,733 | $11,568-7.2% | $10,007+7.3% | $11,429-6.1% |