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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 | $767,783 | $180,459+325.5% | $154,108+398.2% | $135,380+467.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -1.60% | 888.21%-889.8pp | 735.21%-736.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $14,857 | $6,035+146.2% | $5,298+180.5% | $4,779+210.9% |
| Participant deferral / active EE | $16,163 | $5,806+178.4% | $5,081+218.1% | $5,609+188.2% |
| Admin fee / account holder | $93,928 | $16,145+481.8% | $13,411+600.4% | $10,828+767.4% |