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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 | $386,606 | $138,114+179.9% | $125,391+208.3% | $134,545+187.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.32% | 750.88%-768.2pp | 572.41%-589.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $8,274 | $5,246+57.7% | $4,816+71.8% | $4,742+74.5% |
| Participant deferral / active EE | $12,932 | $7,801+65.8% | $7,448+73.6% | $6,401+102.0% |
| Admin fee / account holder | $1,440 | $11,570-87.6% | $10,009-85.6% | $11,431-87.4% |