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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 | $138,068+85.8% | $125,358+104.6% | $134,493+90.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.31% | 750.30%-760.6pp | 572.03%-582.3pp | 418.01%-428.3pp |
| Employer contribution / active EE | $4,149 | $5,244-20.9% | $4,814-13.8% | $4,740-12.5% |
| Participant deferral / active EE | $20,974 | $7,799+168.9% | $7,447+181.6% | $6,400+227.7% |
| Admin fee / account holder | $6,366 | $11,568-45.0% | $10,007-36.4% | $11,425-44.3% |