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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 | $551,847 | $138,114+299.6% | $125,391+340.1% | $134,545+310.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -17.18% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,188 | $5,246-58.3% | $4,816-54.6% | $4,742-53.9% |
| Participant deferral / active EE | $2,927 | $7,801-62.5% | $7,448-60.7% | $6,401-54.3% |
| Admin fee / account holder | $5,516 | $11,570-52.3% | $10,009-44.9% | $11,431-51.7% |