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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 | $652,119 | $180,462+261.4% | $154,111+323.1% | $135,379+381.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.35% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $19,444 | $6,036+222.2% | $5,298+267.0% | $4,779+306.9% |
| Participant deferral / active EE | $10,389 | $5,806+78.9% | $5,081+104.5% | $5,609+85.2% |
| Admin fee / account holder | $11,411 | $16,145-29.3% | $13,411-14.9% | $10,828+5.4% |