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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 | $273,362 | $138,114+97.9% | $125,391+118.0% | $134,545+103.2% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -10.94% | 750.88%-761.8pp | 572.41%-583.4pp | 418.37%-429.3pp |
| Employer contribution / active EE | $14,842 | $5,246+182.9% | $4,816+208.2% | $4,742+213.0% |
| Participant deferral / active EE | $12,493 | $7,801+60.2% | $7,448+67.7% | $6,401+95.2% |
| Admin fee / account holder | $4,691 | $11,570-59.5% | $10,009-53.1% | $11,431-59.0% |