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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 | $334,075 | $138,078+141.9% | $125,363+166.5% | $134,509+148.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.08% | 750.49%-750.6pp | 572.15%-572.2pp | 418.13%-418.2pp |
| Employer contribution / active EE | $4,220 | $5,245-19.5% | $4,815-12.4% | $4,741-11.0% |
| Participant deferral / active EE | $22,333 | $7,800+186.3% | $7,447+199.9% | $6,400+248.9% |
| Admin fee / account holder | $2,505 | $11,566-78.3% | $10,005-75.0% | $11,427-78.1% |