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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 | $865,057 | $167,353+416.9% | $143,797+501.6% | $134,545+543.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -8.14% | 0.48%-8.6pp | -0.04%-8.1pp | 418.37%-426.5pp |
| Employer contribution / active EE | $10,846 | $5,620+93.0% | $4,952+119.0% | $4,742+128.7% |
| Participant deferral / active EE | $17,598 | $6,447+172.9% | $5,638+212.1% | $6,401+174.9% |
| Admin fee / account holder | $3,529 | $18,096-80.5% | $14,679-76.0% | $11,431-69.1% |