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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 | $919,253 | $167,522+448.7% | $151,639+506.2% | $134,532+583.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.40% | 7.81%-18.2pp | 3.34%-13.7pp | 418.27%-428.7pp |
| Employer contribution / active EE | $24,455 | $6,828+258.2% | $6,165+296.7% | $4,741+415.8% |
| Participant deferral / active EE | $15,927 | $8,986+77.2% | $8,363+90.4% | $6,401+148.8% |
| Admin fee / account holder | $31,921 | $13,780+131.7% | $11,613+174.9% | $11,429+179.3% |