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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 | $385,076 | $138,114+178.8% | $125,391+207.1% | $134,545+186.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.33% | 750.88%-761.2pp | 572.41%-582.7pp | 418.37%-428.7pp |
| Employer contribution / active EE | $13,448 | $5,246+156.4% | $4,816+179.3% | $4,742+183.6% |
| Participant deferral / active EE | $6,750 | $7,801-13.5% | $7,448-9.4% | $6,401+5.4% |
| Admin fee / account holder | $14,173 | $11,570+22.5% | $10,009+41.6% | $11,431+24.0% |