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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 | $316,959 | $138,114+129.5% | $125,391+152.8% | $134,545+135.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.61% | 750.88%-763.5pp | 572.41%-585.0pp | 418.37%-431.0pp |
| Employer contribution / active EE | $2,211 | $5,246-57.8% | $4,816-54.1% | $4,742-53.4% |
| Participant deferral / active EE | $3,643 | $7,801-53.3% | $7,448-51.1% | $6,401-43.1% |
| Admin fee / account holder | $10,221 | $11,570-11.7% | $10,009+2.1% | $11,431-10.6% |