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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 | $367,908 | $138,102+166.4% | $125,381+193.4% | $134,532+173.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.14% | 750.73%-761.9pp | 572.31%-583.5pp | 418.27%-429.4pp |
| Employer contribution / active EE | $5,955 | $5,245+13.5% | $4,815+23.7% | $4,741+25.6% |
| Participant deferral / active EE | $12,808 | $7,801+64.2% | $7,448+72.0% | $6,401+100.1% |
| Admin fee / account holder | $26,664 | $11,568+130.5% | $10,007+166.4% | $11,429+133.3% |