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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 | $347,687 | $138,102+151.8% | $125,381+177.3% | $134,532+158.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.25% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $7,688 | $5,245+46.6% | $4,815+59.7% | $4,741+62.2% |
| Participant deferral / active EE | $12,088 | $7,801+55.0% | $7,448+62.3% | $6,401+88.8% |
| Admin fee / account holder | $68,660 | $11,568+493.5% | $10,007+586.1% | $11,429+500.8% |