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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 | $306,685 | $138,102+122.1% | $125,381+144.6% | $134,532+128.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.03% | 750.73%-768.8pp | 572.31%-590.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $12,875 | $5,245+145.4% | $4,815+167.4% | $4,741+171.6% |
| Participant deferral / active EE | $8,608 | $7,801+10.4% | $7,448+15.6% | $6,401+34.5% |
| Admin fee / account holder | $3,764 | $11,568-67.5% | $10,007-62.4% | $11,429-67.1% |