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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 | $347,837 | $138,114+151.8% | $125,391+177.4% | $134,545+158.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.16% | 750.88%-765.0pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $4,614 | $5,246-12.0% | $4,816-4.2% | $4,742-2.7% |
| Participant deferral / active EE | $9,073 | $7,801+16.3% | $7,448+21.8% | $6,401+41.7% |
| Admin fee / account holder | $16,064 | $11,570+38.8% | $10,009+60.5% | $11,431+40.5% |