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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 | $264,955 | $138,102+91.9% | $125,381+111.3% | $134,532+96.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.99% | 750.73%-756.7pp | 572.31%-578.3pp | 418.27%-424.3pp |
| Employer contribution / active EE | $2,366 | $5,245-54.9% | $4,815-50.9% | $4,741-50.1% |
| Participant deferral / active EE | $5,112 | $7,801-34.5% | $7,448-31.4% | $6,401-20.1% |
| Admin fee / account holder | $1,135 | $11,568-90.2% | $10,007-88.7% | $11,429-90.1% |