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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 | $1,248,186 | $180,459+591.7% | $154,108+709.9% | $135,380+822.0% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | -2.32% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $16,147 | $6,035+167.6% | $5,298+204.8% | $4,779+237.9% |
| Participant deferral / active EE | $12,265 | $5,806+111.2% | $5,081+141.4% | $5,609+118.7% |
| Admin fee / account holder | $23,103 | $16,145+43.1% | $13,411+72.3% | $10,828+113.4% |