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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 | $363,521 | $138,068+163.3% | $125,358+190.0% | $134,493+170.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.74% | 750.30%-769.0pp | 572.03%-590.8pp | 418.01%-436.8pp |
| Employer contribution / active EE | $4,789 | $5,244-8.7% | $4,814-0.5% | $4,740+1.0% |
| Participant deferral / active EE | $10,270 | $7,799+31.7% | $7,447+37.9% | $6,400+60.5% |
| Admin fee / account holder | $3,500 | $11,568-69.7% | $10,007-65.0% | $11,425-69.4% |