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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 | $285,048 | $138,078+106.4% | $125,363+127.4% | $134,509+111.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.33% | 750.49%-770.8pp | 572.15%-592.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $10,123 | $5,245+93.0% | $4,815+110.2% | $4,741+113.5% |
| Participant deferral / active EE | $11,429 | $7,800+46.5% | $7,447+53.5% | $6,400+78.6% |
| Admin fee / account holder | $23,745 | $11,566+105.3% | $10,005+137.3% | $11,427+107.8% |