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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 | $255,074 | $138,078+84.7% | $125,363+103.5% | $134,509+89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.35% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $3,575 | $5,245-31.8% | $4,815-25.7% | $4,741-24.6% |
| Participant deferral / active EE | $9,126 | $7,800+17.0% | $7,447+22.5% | $6,400+42.6% |
| Admin fee / account holder | $22,805 | $11,566+97.2% | $10,005+127.9% | $11,427+99.6% |