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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 | $517,980 | $138,102+275.1% | $125,381+313.1% | $134,532+285.0% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -15.77% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $14,125 | $5,245+169.3% | $4,815+193.3% | $4,741+197.9% |
| Participant deferral / active EE | $12,928 | $7,801+65.7% | $7,448+73.6% | $6,401+102.0% |
| Admin fee / account holder | $796 | $11,568-93.1% | $10,007-92.0% | $11,429-93.0% |