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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 | $404,778 | $138,068+193.2% | $125,358+222.9% | $134,493+201.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.43% | 750.30%-762.7pp | 572.03%-584.5pp | 418.01%-430.4pp |
| Employer contribution / active EE | $3,633 | $5,244-30.7% | $4,814-24.5% | $4,740-23.4% |
| Participant deferral / active EE | $21,337 | $7,799+173.6% | $7,447+186.5% | $6,400+233.4% |
| Admin fee / account holder | $10,561 | $11,568-8.7% | $10,007+5.5% | $11,425-7.6% |