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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 | $305,704 | $138,102+121.4% | $125,381+143.8% | $134,532+127.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -8.27% | 750.73%-759.0pp | 572.31%-580.6pp | 418.27%-426.5pp |
| Employer contribution / active EE | $14,331 | $5,245+173.2% | $4,815+197.6% | $4,741+202.3% |
| Participant deferral / active EE | $15,042 | $7,801+92.8% | $7,448+102.0% | $6,401+135.0% |
| Admin fee / account holder | $221,674 | $11,568+1816.3% | $10,007+2115.2% | $11,429+1839.6% |