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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 | $939,224 | $167,533+460.6% | $151,645+519.4% | $134,545+598.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.53% | 7.81%-23.3pp | 3.34%-18.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $19,529 | $6,828+186.0% | $6,165+216.8% | $4,742+311.9% |
| Participant deferral / active EE | $11,617 | $8,985+29.3% | $8,363+38.9% | $6,401+81.5% |
| Admin fee / account holder | $30,765 | $13,781+123.2% | $11,614+164.9% | $11,431+169.1% |