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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 | $531,022 | $138,076+284.6% | $123,553+329.8% | $135,380+292.2% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -2.82% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $9,222 | $5,152+79.0% | $4,628+99.3% | $4,779+93.0% |
| Participant deferral / active EE | $7,146 | $6,800+5.1% | $6,426+11.2% | $5,609+27.4% |
| Admin fee / account holder | $13,175 | $10,917+20.7% | $9,284+41.9% | $10,828+21.7% |