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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 | $294,829 | $138,102+113.5% | $125,381+135.1% | $134,532+119.2% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -16.38% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $4,186 | $5,245-20.2% | $4,815-13.1% | $4,741-11.7% |
| Participant deferral / active EE | $10,828 | $7,801+38.8% | $7,448+45.4% | $6,401+69.2% |
| Admin fee / account holder | $5,323 | $11,568-54.0% | $10,007-46.8% | $11,429-53.4% |