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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 | $711,240 | $180,462+294.1% | $154,111+361.5% | $135,379+425.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.87% | 888.17%-894.0pp | 735.18%-741.0pp | 519.79%-525.7pp |
| Employer contribution / active EE | $37,035 | $6,036+513.6% | $5,298+599.1% | $4,779+675.0% |
| Participant deferral / active EE | $21,500 | $5,806+270.3% | $5,081+323.2% | $5,609+283.3% |
| Admin fee / account holder | $16,058 | $16,145-0.5% | $13,411+19.7% | $10,828+48.3% |