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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 | $355,612 | $138,102+157.5% | $125,381+183.6% | $134,532+164.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.12% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $4,246 | $5,245-19.1% | $4,815-11.8% | $4,741-10.5% |
| Participant deferral / active EE | $7,933 | $7,801+1.7% | $7,448+6.5% | $6,401+23.9% |
| Admin fee / account holder | $362 | $11,568-96.9% | $10,007-96.4% | $11,429-96.8% |