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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 | $354,057 | $138,114+156.4% | $125,391+182.4% | $134,545+163.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.70% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $13,269 | $5,246+152.9% | $4,816+175.5% | $4,742+179.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,170 | $11,570-55.3% | $10,009-48.3% | $11,431-54.8% |