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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 | $361,520 | $138,114+161.8% | $125,391+188.3% | $134,545+168.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.46% | 750.88%-764.3pp | 572.41%-585.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $2,502 | $5,246-52.3% | $4,816-48.1% | $4,742-47.2% |
| Participant deferral / active EE | $10,552 | $7,801+35.3% | $7,448+41.7% | $6,401+64.8% |
| Admin fee / account holder | $2,602 | $11,570-77.5% | $10,009-74.0% | $11,431-77.2% |