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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 | $699,108 | $167,353+317.7% | $143,797+386.2% | $134,545+419.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -13.77% | 0.48%-14.2pp | -0.04%-13.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $11,792 | $5,620+109.8% | $4,952+138.1% | $4,742+148.7% |
| Participant deferral / active EE | $24,875 | $6,447+285.8% | $5,638+341.2% | $6,401+288.6% |
| Admin fee / account holder | $266,812 | $18,096+1374.4% | $14,679+1717.6% | $11,431+2234.2% |