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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 | $417,718 | $138,102+202.5% | $125,381+233.2% | $134,532+210.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.18% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $24,697 | $5,245+370.8% | $4,815+412.9% | $4,741+420.9% |
| Participant deferral / active EE | $12,359 | $7,801+58.4% | $7,448+65.9% | $6,401+93.1% |
| Admin fee / account holder | $4,757 | $11,568-58.9% | $10,007-52.5% | $11,429-58.4% |