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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 | $348,582 | $138,114+152.4% | $125,391+178.0% | $134,545+159.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.12% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $7,320 | $5,246+39.5% | $4,816+52.0% | $4,742+54.4% |
| Participant deferral / active EE | $14,900 | $7,801+91.0% | $7,448+100.0% | $6,401+132.8% |
| Admin fee / account holder | $590 | $11,570-94.9% | $10,009-94.1% | $11,431-94.8% |