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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 | $486,523 | $167,353+190.7% | $143,797+238.3% | $134,545+261.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.90% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $29,136 | $5,620+418.4% | $4,952+488.3% | $4,742+514.5% |
| Participant deferral / active EE | $20,375 | $6,447+216.0% | $5,638+261.4% | $6,401+218.3% |
| Admin fee / account holder | $4,311 | $18,096-76.2% | $14,679-70.6% | $11,431-62.3% |