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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 | $388,764 | $138,114+181.5% | $125,391+210.0% | $134,545+188.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.58% | 750.88%-765.5pp | 572.41%-587.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $5,715 | $5,246+8.9% | $4,816+18.7% | $4,742+20.5% |
| Participant deferral / active EE | $15,214 | $7,801+95.0% | $7,448+104.3% | $6,401+137.7% |
| Admin fee / account holder | $5,572 | $11,570-51.8% | $10,009-44.3% | $11,431-51.3% |