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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 | $914,299 | $138,102+562.0% | $125,381+629.2% | $134,532+579.6% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -15.92% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $15,721 | $5,245+199.7% | $4,815+226.5% | $4,741+231.6% |
| Participant deferral / active EE | $17,197 | $7,801+120.5% | $7,448+130.9% | $6,401+168.7% |
| Admin fee / account holder | $30,820 | $11,568+166.4% | $10,007+208.0% | $11,429+169.7% |