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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 | $405,556 | $138,114+193.6% | $125,391+223.4% | $134,545+201.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.54% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $10,047 | $5,246+91.5% | $4,816+108.6% | $4,742+111.9% |
| Participant deferral / active EE | $14,564 | $7,801+86.7% | $7,448+95.5% | $6,401+127.5% |
| Admin fee / account holder | $1,174 | $11,570-89.9% | $10,009-88.3% | $11,431-89.7% |