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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 | $590,238 | $138,102+327.4% | $125,381+370.8% | $134,532+338.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.40% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $4,048 | $5,245-22.8% | $4,815-15.9% | $4,741-14.6% |
| Participant deferral / active EE | $17,940 | $7,801+130.0% | $7,448+140.9% | $6,401+180.3% |
| Admin fee / account holder | $497 | $11,568-95.7% | $10,007-95.0% | $11,429-95.7% |