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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 | $138,114+160.0% | $125,391+186.4% | $134,545+166.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.61% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $13,540 | $5,246+158.1% | $4,816+181.2% | $4,742+185.6% |
| Participant deferral / active EE | $12,345 | $7,801+58.3% | $7,448+65.8% | $6,401+92.9% |
| Admin fee / account holder | $5,817 | $11,570-49.7% | $10,009-41.9% | $11,431-49.1% |