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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 | $289,193 | $138,078+109.4% | $125,363+130.7% | $134,509+115.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.05% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $4,191 | $5,245-20.1% | $4,815-13.0% | $4,741-11.6% |
| Participant deferral / active EE | $12,550 | $7,800+60.9% | $7,447+68.5% | $6,400+96.1% |
| Admin fee / account holder | $2,415 | $11,566-79.1% | $10,005-75.9% | $11,427-78.9% |