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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 | $266,602 | $138,114+93.0% | $125,391+112.6% | $134,545+98.2% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -15.10% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $13,848 | $5,246+164.0% | $4,816+187.6% | $4,742+192.1% |
| Participant deferral / active EE | $13,222 | $7,801+69.5% | $7,448+77.5% | $6,401+106.5% |
| Admin fee / account holder | $21,780 | $11,570+88.2% | $10,009+117.6% | $11,431+90.5% |