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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 | $345,942 | $138,102+150.5% | $125,381+175.9% | $134,532+157.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.49% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,081 | $5,245-79.4% | $4,815-77.6% | $4,741-77.2% |
| Participant deferral / active EE | $3,161 | $7,801-59.5% | $7,448-57.6% | $6,401-50.6% |
| Admin fee / account holder | $1,205 | $11,568-89.6% | $10,007-88.0% | $11,429-89.5% |