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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 | $379,785 | $138,114+175.0% | $125,391+202.9% | $134,545+182.3% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -9.23% | 750.88%-760.1pp | 572.41%-581.6pp | 418.37%-427.6pp |
| Employer contribution / active EE | $22,029 | $5,246+319.9% | $4,816+357.4% | $4,742+364.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,744 | $11,570-59.0% | $10,009-52.6% | $11,431-58.5% |