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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 | $648,287 | $180,459+259.2% | $154,108+320.7% | $135,380+378.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -2.50% | 888.21%-890.7pp | 735.21%-737.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $9,885 | $6,035+63.8% | $5,298+86.6% | $4,779+106.8% |
| Participant deferral / active EE | $14,242 | $5,806+145.3% | $5,081+180.3% | $5,609+153.9% |
| Admin fee / account holder | $26,951 | $16,145+66.9% | $13,411+101.0% | $10,828+148.9% |