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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 | $374,785 | $138,114+171.4% | $125,391+198.9% | $134,545+178.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $5,212 | $5,246-0.6% | $4,816+8.2% | $4,742+9.9% |
| Participant deferral / active EE | $10,661 | $7,801+36.7% | $7,448+43.1% | $6,401+66.5% |
| Admin fee / account holder | $6,459 | $11,570-44.2% | $10,009-35.5% | $11,431-43.5% |