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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 | $686,185 | $167,353+310.0% | $143,797+377.2% | $134,545+410.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.94% | 0.48%-10.4pp | -0.04%-9.9pp | 418.37%-428.3pp |
| Employer contribution / active EE | $13,191 | $5,620+134.7% | $4,952+166.4% | $4,742+178.2% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $19,773 | $18,096+9.3% | $14,679+34.7% | $11,431+73.0% |