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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 | $407,073 | $138,102+194.8% | $125,381+224.7% | $134,532+202.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.36% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $5,936 | $5,245+13.2% | $4,815+23.3% | $4,741+25.2% |
| Participant deferral / active EE | $13,545 | $7,801+73.6% | $7,448+81.9% | $6,401+111.6% |
| Admin fee / account holder | $9,243 | $11,568-20.1% | $10,007-7.6% | $11,429-19.1% |