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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 | $428,602 | $138,102+210.4% | $125,381+241.8% | $134,532+218.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.07% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $6,860 | $5,245+30.8% | $4,815+42.5% | $4,741+44.7% |
| Participant deferral / active EE | $14,575 | $7,801+86.8% | $7,448+95.7% | $6,401+127.7% |
| Admin fee / account holder | $15,109 | $11,568+30.6% | $10,007+51.0% | $11,429+32.2% |