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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 | $354,990 | $138,114+157.0% | $125,391+183.1% | $134,545+163.8% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -18.77% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $15,033 | $5,246+186.6% | $4,816+212.2% | $4,742+217.1% |
| Participant deferral / active EE | $12,448 | $7,801+59.6% | $7,448+67.1% | $6,401+94.5% |
| Admin fee / account holder | $16,150 | $11,570+39.6% | $10,009+61.4% | $11,431+41.3% |