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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 | $364,971 | $138,114+164.3% | $125,391+191.1% | $134,545+171.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.74% | 750.88%-763.6pp | 572.41%-585.1pp | 418.37%-431.1pp |
| Employer contribution / active EE | $5,710 | $5,246+8.8% | $4,816+18.6% | $4,742+20.4% |
| Participant deferral / active EE | $7,973 | $7,801+2.2% | $7,448+7.0% | $6,401+24.6% |
| Admin fee / account holder | $137,382 | $11,570+1087.4% | $10,009+1272.6% | $11,431+1101.9% |