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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 | $300,593 | $138,114+117.6% | $125,391+139.7% | $134,545+123.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.37% | 750.88%-765.3pp | 572.41%-586.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $3,216 | $5,246-38.7% | $4,816-33.2% | $4,742-32.2% |
| Participant deferral / active EE | $11,631 | $7,801+49.1% | $7,448+56.2% | $6,401+81.7% |
| Admin fee / account holder | $3,848 | $11,570-66.7% | $10,009-61.6% | $11,431-66.3% |