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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 | $359,596 | $138,102+160.4% | $125,381+186.8% | $134,532+167.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -14.39% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $16,923 | $5,245+222.6% | $4,815+251.4% | $4,741+256.9% |
| Participant deferral / active EE | $12,377 | $7,801+58.7% | $7,448+66.2% | $6,401+93.4% |
| Admin fee / account holder | $1,997 | $11,568-82.7% | $10,007-80.0% | $11,429-82.5% |