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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 | $973,256 | $167,353+481.6% | $143,797+576.8% | $134,545+623.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -17.24% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $16,032 | $5,620+185.2% | $4,952+223.7% | $4,742+238.1% |
| Participant deferral / active EE | $11,409 | $6,447+77.0% | $5,638+102.4% | $6,401+78.2% |
| Admin fee / account holder | $38,420 | $18,096+112.3% | $14,679+161.7% | $11,431+236.1% |