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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 | $516,475 | $138,114+273.9% | $125,391+311.9% | $134,545+283.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -5.74% | 750.88%-756.6pp | 572.41%-578.1pp | 418.37%-424.1pp |
| Employer contribution / active EE | $19,397 | $5,246+269.7% | $4,816+302.8% | $4,742+309.1% |
| Participant deferral / active EE | $13,110 | $7,801+68.1% | $7,448+76.0% | $6,401+104.8% |
| Admin fee / account holder | $922 | $11,570-92.0% | $10,009-90.8% | $11,431-91.9% |