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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 | $469,023 | $167,362+180.2% | $143,799+226.2% | $134,532+248.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -16.10% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,067 | $5,620-45.4% | $4,952-38.1% | $4,741-35.3% |
| Participant deferral / active EE | $6,480 | $6,447+0.5% | $5,638+14.9% | $6,401+1.2% |
| Admin fee / account holder | $24,948 | $18,094+37.9% | $14,677+70.0% | $11,429+118.3% |