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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 | $512,923 | $180,459+184.2% | $154,108+232.8% | $135,380+278.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -4.54% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $26,887 | $6,035+345.5% | $5,298+407.5% | $4,779+462.6% |
| Participant deferral / active EE | $21,252 | $5,806+266.0% | $5,081+318.3% | $5,609+278.9% |
| Admin fee / account holder | $83,117 | $16,145+414.8% | $13,411+519.7% | $10,828+667.6% |