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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 | $409,619 | $138,114+196.6% | $125,391+226.7% | $134,545+204.4% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -12.18% | 750.88%-763.1pp | 572.41%-584.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $11,372 | $5,246+116.8% | $4,816+136.1% | $4,742+139.8% |
| Participant deferral / active EE | $6,134 | $7,801-21.4% | $7,448-17.6% | $6,401-4.2% |
| Admin fee / account holder | $16,164 | $11,570+39.7% | $10,009+61.5% | $11,431+41.4% |