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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 | $321,341 | $100,805+218.8% | $86,698+270.6% | $134,532+138.9% |
| Participation rate | 95.7% | 79.0%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -13.84% | 29.09%-42.9pp | 35.95%-49.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $10,560 | $3,490+202.6% | $2,837+272.3% | $4,741+122.7% |
| Participant deferral / active EE | $8,615 | $5,339+61.4% | $4,656+85.0% | $6,401+34.6% |
| Admin fee / account holder | $22,657 | $10,925+107.4% | $7,493+202.4% | $11,429+98.2% |