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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 | $319,394 | $138,078+131.3% | $125,363+154.8% | $134,509+137.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.29% | 750.49%-769.8pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $8,911 | $5,245+69.9% | $4,815+85.1% | $4,741+88.0% |
| Participant deferral / active EE | $10,250 | $7,800+31.4% | $7,447+37.6% | $6,400+60.1% |
| Admin fee / account holder | $41,339 | $11,566+257.4% | $10,005+313.2% | $11,427+261.8% |