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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 | $436,347 | $138,068+216.0% | $125,358+248.1% | $134,493+224.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -11.62% | 750.30%-761.9pp | 572.03%-583.6pp | 418.01%-429.6pp |
| Employer contribution / active EE | $9,179 | $5,244+75.0% | $4,814+90.7% | $4,740+93.7% |
| Participant deferral / active EE | $18,835 | $7,799+141.5% | $7,447+152.9% | $6,400+194.3% |
| Admin fee / account holder | $22,126 | $11,568+91.3% | $10,007+121.1% | $11,425+93.7% |