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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 | $534,518 | $138,114+287.0% | $125,391+326.3% | $134,545+297.3% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -10.25% | 750.88%-761.1pp | 572.41%-582.7pp | 418.37%-428.6pp |
| Employer contribution / active EE | $2,857 | $5,246-45.5% | $4,816-40.7% | $4,742-39.7% |
| Participant deferral / active EE | $3,481 | $7,801-55.4% | $7,448-53.3% | $6,401-45.6% |
| Admin fee / account holder | $28,835 | $11,570+149.2% | $10,009+188.1% | $11,431+152.3% |