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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 | $359,093 | $138,068+160.1% | $125,358+186.5% | $134,493+167.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.61% | 750.30%-765.9pp | 572.03%-587.6pp | 418.01%-433.6pp |
| Employer contribution / active EE | $13,540 | $5,244+158.2% | $4,814+181.3% | $4,740+185.7% |
| Participant deferral / active EE | $12,345 | $7,799+58.3% | $7,447+65.8% | $6,400+92.9% |
| Admin fee / account holder | $5,817 | $11,568-49.7% | $10,007-41.9% | $11,425-49.1% |