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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 | $359,184 | $138,114+160.1% | $125,391+186.5% | $134,545+167.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.49% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $4,006 | $5,246-23.6% | $4,816-16.8% | $4,742-15.5% |
| Participant deferral / active EE | $10,675 | $7,801+36.8% | $7,448+43.3% | $6,401+66.8% |
| Admin fee / account holder | $173,893 | $11,570+1403.0% | $10,009+1637.4% | $11,431+1421.3% |