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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 | $256,540 | $138,114+85.7% | $125,391+104.6% | $134,545+90.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.31% | 750.88%-761.2pp | 572.41%-582.7pp | 418.37%-428.7pp |
| Employer contribution / active EE | $4,149 | $5,246-20.9% | $4,816-13.8% | $4,742-12.5% |
| Participant deferral / active EE | $20,974 | $7,801+168.9% | $7,448+181.6% | $6,401+227.6% |
| Admin fee / account holder | $6,366 | $11,570-45.0% | $10,009-36.4% | $11,431-44.3% |