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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 | $286,124 | $138,114+107.2% | $125,391+128.2% | $134,545+112.7% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -19.09% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $13,619 | $5,246+159.6% | $4,816+182.8% | $4,742+187.2% |
| Participant deferral / active EE | $19,176 | $7,801+145.8% | $7,448+157.5% | $6,401+199.6% |
| Admin fee / account holder | $24,440 | $11,570+111.2% | $10,009+144.2% | $11,431+113.8% |