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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 | $277,668 | $138,114+101.0% | $125,391+121.4% | $134,545+106.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.27% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $17,897 | $5,246+241.2% | $4,816+271.6% | $4,742+277.5% |
| Participant deferral / active EE | $20,137 | $7,801+158.1% | $7,448+170.4% | $6,401+214.6% |
| Admin fee / account holder | $1,405 | $11,570-87.9% | $10,009-86.0% | $11,431-87.7% |