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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 | $347,406 | $138,114+151.5% | $125,391+177.1% | $134,545+158.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.82% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $17,184 | $5,246+227.6% | $4,816+256.8% | $4,742+262.4% |
| Participant deferral / active EE | $9,563 | $7,801+22.6% | $7,448+28.4% | $6,401+49.4% |
| Admin fee / account holder | $4,775 | $11,570-58.7% | $10,009-52.3% | $11,431-58.2% |