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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 | $257,957 | $97,732+163.9% | $83,831+207.7% | $135,380+90.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -0.12% | 1287.56%-1287.7pp | 850.99%-851.1pp | 519.81%-519.9pp |
| Employer contribution / active EE | $11,655 | $4,222+176.0% | $3,631+221.0% | $4,779+143.9% |
| Participant deferral / active EE | $6,890 | $4,683+47.1% | $4,082+68.8% | $5,609+22.8% |
| Admin fee / account holder | $3,142 | $6,675-52.9% | $5,479-42.6% | $10,828-71.0% |