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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 | $138,078+191.4% | $125,363+220.9% | $134,509+199.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.47% | 750.49%-761.0pp | 572.15%-582.6pp | 418.13%-428.6pp |
| Employer contribution / active EE | $10,875 | $5,245+107.4% | $4,815+125.9% | $4,741+129.4% |
| Participant deferral / active EE | $9,500 | $7,800+21.8% | $7,447+27.6% | $6,400+48.4% |
| Admin fee / account holder | $18,248 | $11,566+57.8% | $10,005+82.4% | $11,427+59.7% |