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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 | $274,741 | $138,102+98.9% | $125,381+119.1% | $134,532+104.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.56% | 750.73%-758.3pp | 572.31%-579.9pp | 418.27%-425.8pp |
| Employer contribution / active EE | $2,767 | $5,245-47.3% | $4,815-42.5% | $4,741-41.6% |
| Participant deferral / active EE | $15,775 | $7,801+102.2% | $7,448+111.8% | $6,401+146.4% |
| Admin fee / account holder | $37,756 | $11,568+226.4% | $10,007+277.3% | $11,429+230.4% |