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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 | $340,208 | $138,102+146.3% | $125,381+171.3% | $134,532+152.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.89% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $10,617 | $5,245+102.4% | $4,815+120.5% | $4,741+123.9% |
| Participant deferral / active EE | $8,077 | $7,801+3.5% | $7,448+8.5% | $6,401+26.2% |
| Admin fee / account holder | $13,811 | $11,568+19.4% | $10,007+38.0% | $11,429+20.9% |