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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 | $274,064 | $138,102+98.4% | $125,381+118.6% | $134,532+103.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.32% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $13,326 | $5,245+154.0% | $4,815+176.7% | $4,741+181.1% |
| Participant deferral / active EE | $11,117 | $7,801+42.5% | $7,448+49.3% | $6,401+73.7% |
| Admin fee / account holder | $27,940 | $11,568+141.5% | $10,007+179.2% | $11,429+144.5% |