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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 | $271,472 | $138,078+96.6% | $125,363+116.5% | $134,509+101.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.64% | 750.49%-761.1pp | 572.15%-582.8pp | 418.13%-428.8pp |
| Employer contribution / active EE | $7,548 | $5,245+43.9% | $4,815+56.8% | $4,741+59.2% |
| Participant deferral / active EE | $10,133 | $7,800+29.9% | $7,447+36.1% | $6,400+58.3% |
| Admin fee / account holder | $19,714 | $11,566+70.5% | $10,005+97.0% | $11,427+72.5% |