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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 | $262,976 | $160,059+64.3% | $140,019+87.8% | $135,379+94.3% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -6.43% | 911.44%-917.9pp | 651.15%-657.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $8,568 | $6,420+33.5% | $5,605+52.9% | $4,779+79.3% |
| Participant deferral / active EE | $12,909 | $7,641+69.0% | $6,927+86.4% | $5,609+130.2% |
| Admin fee / account holder | $31,754 | $13,328+138.3% | $10,705+196.6% | $10,828+193.3% |