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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 | $303,100 | $138,102+119.5% | $125,381+141.7% | $134,532+125.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.88% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $4,383 | $5,245-16.4% | $4,815-9.0% | $4,741-7.5% |
| Participant deferral / active EE | $7,653 | $7,801-1.9% | $7,448+2.8% | $6,401+19.6% |
| Admin fee / account holder | $10,314 | $11,568-10.8% | $10,007+3.1% | $11,429-9.8% |