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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 | $701,593 | $180,462+288.8% | $154,111+355.3% | $135,379+418.2% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -1.64% | 888.17%-889.8pp | 735.18%-736.8pp | 519.79%-521.4pp |
| Employer contribution / active EE | $11,057 | $6,036+83.2% | $5,298+108.7% | $4,779+131.4% |
| Participant deferral / active EE | $15,718 | $5,806+170.7% | $5,081+209.4% | $5,609+180.2% |
| Admin fee / account holder | $294,060 | $16,145+1721.4% | $13,411+2092.6% | $10,828+2615.8% |