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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 | $325,811 | $138,078+136.0% | $125,363+159.9% | $134,509+142.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.49% | 750.49%-763.0pp | 572.15%-584.6pp | 418.13%-430.6pp |
| Employer contribution / active EE | $9,375 | $5,245+78.8% | $4,815+94.7% | $4,741+97.8% |
| Participant deferral / active EE | $12,240 | $7,800+56.9% | $7,447+64.4% | $6,400+91.2% |
| Admin fee / account holder | $72,886 | $11,566+530.2% | $10,005+628.5% | $11,427+537.9% |