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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 | $381,277 | $180,462+111.3% | $154,111+147.4% | $135,379+181.6% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -3.57% | 888.17%-891.7pp | 735.18%-738.7pp | 519.79%-523.4pp |
| Employer contribution / active EE | $15,174 | $6,036+151.4% | $5,298+186.4% | $4,779+217.5% |
| Participant deferral / active EE | $13,939 | $5,806+140.1% | $5,081+174.3% | $5,609+148.5% |
| Admin fee / account holder | $192,844 | $16,145+1094.5% | $13,411+1337.9% | $10,828+1681.0% |