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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 | $607,267 | $138,102+339.7% | $125,381+384.3% | $134,532+351.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.94% | 750.73%-766.7pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $17,159 | $5,245+227.1% | $4,815+256.3% | $4,741+261.9% |
| Participant deferral / active EE | $12,405 | $7,801+59.0% | $7,448+66.6% | $6,401+93.8% |
| Admin fee / account holder | $10,453 | $11,568-9.6% | $10,007+4.5% | $11,429-8.5% |