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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 | $347,913 | $138,102+151.9% | $125,381+177.5% | $134,532+158.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.58% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $6,102 | $5,245+16.3% | $4,815+26.7% | $4,741+28.7% |
| Participant deferral / active EE | $8,375 | $7,801+7.4% | $7,448+12.4% | $6,401+30.8% |
| Admin fee / account holder | $6,498 | $11,568-43.8% | $10,007-35.1% | $11,429-43.1% |