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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 | $298,772 | $190,916+56.5% | $160,037+86.7% | $134,545+122.1% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.0%+16.5pp | 81.2%+13.2pp |
| Annual return | -10.29% | 552.79%-563.1pp | 408.95%-419.2pp | 418.37%-428.7pp |
| Employer contribution / active EE | $32,444 | $4,996+549.5% | $4,226+667.8% | $4,742+584.3% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,395 | $10,497+18.1% | $8,716+42.2% | $11,431+8.4% |