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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 | $438,470 | $138,114+217.5% | $125,391+249.7% | $134,545+225.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.85% | 750.88%-770.7pp | 572.41%-592.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,404 | $5,246-54.2% | $4,816-50.1% | $4,742-49.3% |
| Participant deferral / active EE | $9,756 | $7,801+25.1% | $7,448+31.0% | $6,401+52.4% |
| Admin fee / account holder | $10,122 | $11,570-12.5% | $10,009+1.1% | $11,431-11.5% |