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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 | $258,274 | $138,114+87.0% | $125,391+106.0% | $134,545+92.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -16.78% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $9,121 | $5,246+73.9% | $4,816+89.4% | $4,742+92.4% |
| Participant deferral / active EE | $8,814 | $7,801+13.0% | $7,448+18.3% | $6,401+37.7% |
| Admin fee / account holder | $2,076 | $11,570-82.1% | $10,009-79.3% | $11,431-81.8% |