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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 | $402,335 | $138,102+191.3% | $125,381+220.9% | $134,532+199.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.47% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.7pp |
| Employer contribution / active EE | $10,875 | $5,245+107.3% | $4,815+125.8% | $4,741+129.4% |
| Participant deferral / active EE | $9,500 | $7,801+21.8% | $7,448+27.6% | $6,401+48.4% |
| Admin fee / account holder | $18,248 | $11,568+57.7% | $10,007+82.3% | $11,429+59.7% |