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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 | $576,089 | $180,459+219.2% | $154,108+273.8% | $135,380+325.5% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -0.19% | 888.21%-888.4pp | 735.21%-735.4pp | 519.81%-520.0pp |
| Employer contribution / active EE | $20,686 | $6,035+242.8% | $5,298+290.5% | $4,779+332.9% |
| Participant deferral / active EE | $16,547 | $5,806+185.0% | $5,081+225.7% | $5,609+195.0% |
| Admin fee / account holder | $118,680 | $16,145+635.1% | $13,411+784.9% | $10,828+996.0% |