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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 | $287,132 | $138,114+107.9% | $125,391+129.0% | $134,545+113.4% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -16.14% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $11,055 | $5,246+110.7% | $4,816+129.6% | $4,742+133.1% |
| Participant deferral / active EE | $9,092 | $7,801+16.6% | $7,448+22.1% | $6,401+42.0% |
| Admin fee / account holder | $19,165 | $11,570+65.6% | $10,009+91.5% | $11,431+67.7% |