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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 | $261,765 | $138,114+89.5% | $125,391+108.8% | $134,545+94.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -9.89% | 750.88%-760.8pp | 572.41%-582.3pp | 418.37%-428.3pp |
| Employer contribution / active EE | $5,387 | $5,246+2.7% | $4,816+11.9% | $4,742+13.6% |
| Participant deferral / active EE | $5,334 | $7,801-31.6% | $7,448-28.4% | $6,401-16.7% |
| Admin fee / account holder | $6,206 | $11,570-46.4% | $10,009-38.0% | $11,431-45.7% |