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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 | $552,484 | $180,459+206.2% | $154,108+258.5% | $135,380+308.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.57% | 888.21%-889.8pp | 735.21%-736.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $3,617 | $6,035-40.1% | $5,298-31.7% | $4,779-24.3% |
| Participant deferral / active EE | $9,978 | $5,806+71.8% | $5,081+96.4% | $5,609+77.9% |
| Admin fee / account holder | $395 | $16,145-97.6% | $13,411-97.1% | $10,828-96.3% |