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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 | $633,324 | $138,114+358.6% | $125,391+405.1% | $134,545+370.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.27% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $9,914 | $5,246+89.0% | $4,816+105.9% | $4,742+109.1% |
| Participant deferral / active EE | $13,634 | $7,801+74.8% | $7,448+83.1% | $6,401+113.0% |
| Admin fee / account holder | $1,460 | $11,570-87.4% | $10,009-85.4% | $11,431-87.2% |