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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 | $307,012 | $138,102+122.3% | $125,381+144.9% | $134,532+128.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -8.02% | 750.73%-758.7pp | 572.31%-580.3pp | 418.27%-426.3pp |
| Employer contribution / active EE | $2,728 | $5,245-48.0% | $4,815-43.4% | $4,741-42.5% |
| Participant deferral / active EE | $9,677 | $7,801+24.1% | $7,448+29.9% | $6,401+51.2% |
| Admin fee / account holder | $15,028 | $11,568+29.9% | $10,007+50.2% | $11,429+31.5% |