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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 | $1,093,424 | $138,068+691.9% | $125,358+772.2% | $134,493+713.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.08% | 750.30%-762.4pp | 572.03%-584.1pp | 418.01%-430.1pp |
| Employer contribution / active EE | $6,492 | $5,244+23.8% | $4,814+34.9% | $4,740+37.0% |
| Participant deferral / active EE | $11,900 | $7,799+52.6% | $7,447+59.8% | $6,400+85.9% |
| Admin fee / account holder | $190,038 | $11,568+1542.8% | $10,007+1799.1% | $11,425+1563.4% |