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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 | $297,338 | $138,102+115.3% | $125,381+137.1% | $134,532+121.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.82% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,351 | $5,245-36.1% | $4,815-30.4% | $4,741-29.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,185 | $11,568+31.3% | $10,007+51.7% | $11,429+32.9% |