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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 | $266,321 | $138,114+92.8% | $125,391+112.4% | $134,545+97.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.31% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $4,311 | $5,246-17.8% | $4,816-10.5% | $4,742-9.1% |
| Participant deferral / active EE | $9,460 | $7,801+21.3% | $7,448+27.0% | $6,401+47.8% |
| Admin fee / account holder | $2,104 | $11,570-81.8% | $10,009-79.0% | $11,431-81.6% |