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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 | $995,114 | $99,668+898.4% | $86,451+1051.1% | $134,545+639.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.88% | 6789.61%-6806.5pp | 4398.51%-4415.4pp | 418.37%-435.2pp |
| Employer contribution / active EE | $25,731 | $4,403+484.4% | $3,770+582.5% | $4,742+442.7% |
| Participant deferral / active EE | $12,735 | $7,249+75.7% | $6,953+83.2% | $6,401+99.0% |
| Admin fee / account holder | $1,209 | $8,377-85.6% | $6,734-82.1% | $11,431-89.4% |