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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 | $462,445 | $167,353+176.3% | $143,797+221.6% | $134,545+243.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | 0.48%-13.1pp | -0.04%-12.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $6,188 | $5,620+10.1% | $4,952+24.9% | $4,742+30.5% |
| Participant deferral / active EE | $9,266 | $6,447+43.7% | $5,638+64.3% | $6,401+44.7% |
| Admin fee / account holder | $24,898 | $18,096+37.6% | $14,679+69.6% | $11,431+117.8% |