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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 | $331,122 | $138,114+139.7% | $125,391+164.1% | $134,545+146.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $11,667 | $5,246+122.4% | $4,816+142.3% | $4,742+146.1% |
| Participant deferral / active EE | $14,244 | $7,801+82.6% | $7,448+91.2% | $6,401+122.5% |
| Admin fee / account holder | $399 | $11,570-96.6% | $10,009-96.0% | $11,431-96.5% |