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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 | $746,046 | $180,459+313.4% | $154,108+384.1% | $135,380+451.1% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -7.66% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $21,371 | $6,035+254.1% | $5,298+303.4% | $4,779+347.2% |
| Participant deferral / active EE | $11,218 | $5,806+93.2% | $5,081+120.8% | $5,609+100.0% |
| Admin fee / account holder | $1,110 | $16,145-93.1% | $13,411-91.7% | $10,828-89.8% |