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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 | $283,939 | $138,078+105.6% | $125,363+126.5% | $134,509+111.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.40% | 750.49%-760.9pp | 572.15%-582.6pp | 418.13%-428.5pp |
| Employer contribution / active EE | $4,545 | $5,245-13.3% | $4,815-5.6% | $4,741-4.1% |
| Participant deferral / active EE | $9,634 | $7,800+23.5% | $7,447+29.4% | $6,400+50.5% |
| Admin fee / account holder | $5,125 | $11,566-55.7% | $10,005-48.8% | $11,427-55.1% |