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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 | $291,304 | $138,114+110.9% | $125,391+132.3% | $134,545+116.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.24% | 750.88%-760.1pp | 572.41%-581.7pp | 418.37%-427.6pp |
| Employer contribution / active EE | $2,557 | $5,246-51.2% | $4,816-46.9% | $4,742-46.1% |
| Participant deferral / active EE | $10,800 | $7,801+38.4% | $7,448+45.0% | $6,401+68.7% |
| Admin fee / account holder | $2,160 | $11,570-81.3% | $10,009-78.4% | $11,431-81.1% |