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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 | $355,617 | $138,114+157.5% | $125,391+183.6% | $134,545+164.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.80% | 750.88%-763.7pp | 572.41%-585.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $3,296 | $5,246-37.2% | $4,816-31.6% | $4,742-30.5% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $16,709 | $11,570+44.4% | $10,009+66.9% | $11,431+46.2% |