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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 | $332,615 | $138,114+140.8% | $125,391+165.3% | $134,545+147.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.16% | 750.88%-766.0pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $7,954 | $5,246+51.6% | $4,816+65.2% | $4,742+67.7% |
| Participant deferral / active EE | $15,666 | $7,801+100.8% | $7,448+110.3% | $6,401+144.7% |
| Admin fee / account holder | $61,490 | $11,570+431.5% | $10,009+514.4% | $11,431+437.9% |