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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 | $385,933 | $138,102+179.5% | $125,381+207.8% | $134,532+186.9% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -20.47% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $7,782 | $5,245+48.4% | $4,815+61.6% | $4,741+64.1% |
| Participant deferral / active EE | $10,012 | $7,801+28.3% | $7,448+34.4% | $6,401+56.4% |
| Admin fee / account holder | $23,152 | $11,568+100.1% | $10,007+131.4% | $11,429+102.6% |