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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 | $910,359 | $167,353+444.0% | $143,797+533.1% | $134,545+576.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.72% | 0.48%-14.2pp | -0.04%-13.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $9,627 | $5,620+71.3% | $4,952+94.4% | $4,742+103.0% |
| Participant deferral / active EE | $8,098 | $6,447+25.6% | $5,638+43.6% | $6,401+26.5% |
| Admin fee / account holder | $38,000 | $18,096+110.0% | $14,679+158.9% | $11,431+232.4% |