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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 | $379,198 | $138,102+174.6% | $125,381+202.4% | $134,532+181.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.78% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $5,145 | $5,245-1.9% | $4,815+6.9% | $4,741+8.5% |
| Participant deferral / active EE | $9,553 | $7,801+22.5% | $7,448+28.3% | $6,401+49.2% |
| Admin fee / account holder | $7,596 | $11,568-34.3% | $10,007-24.1% | $11,429-33.5% |