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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 | $315,983 | $138,102+128.8% | $125,381+152.0% | $134,532+134.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.48% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.7pp |
| Employer contribution / active EE | $2,514 | $5,245-52.1% | $4,815-47.8% | $4,741-47.0% |
| Participant deferral / active EE | $14,461 | $7,801+85.4% | $7,448+94.2% | $6,401+125.9% |
| Admin fee / account holder | $10,711 | $11,568-7.4% | $10,007+7.0% | $11,429-6.3% |