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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 | $631,921 | $138,072+357.7% | $123,549+411.5% | $135,382+366.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.21% | 153.69%-157.9pp | 119.20%-123.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $3,125 | $5,152-39.3% | $4,628-32.5% | $4,779-34.6% |
| Participant deferral / active EE | $8,369 | $6,799+23.1% | $6,426+30.2% | $5,609+49.2% |
| Admin fee / account holder | $17,583 | $10,917+61.1% | $9,284+89.4% | $10,829+62.4% |