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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 | $391,762 | $138,114+183.7% | $125,391+212.4% | $134,545+191.2% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -10.42% | 750.88%-761.3pp | 572.41%-582.8pp | 418.37%-428.8pp |
| Employer contribution / active EE | $16,518 | $5,246+214.9% | $4,816+243.0% | $4,742+248.4% |
| Participant deferral / active EE | $11,300 | $7,801+44.9% | $7,448+51.7% | $6,401+76.5% |
| Admin fee / account holder | $170,995 | $11,570+1377.9% | $10,009+1608.5% | $11,431+1395.9% |