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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 | $617,069 | $167,353+268.7% | $143,797+329.1% | $134,545+358.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.23% | 0.48%-13.7pp | -0.04%-13.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $12,200 | $5,620+117.1% | $4,952+146.3% | $4,742+157.3% |
| Participant deferral / active EE | $15,833 | $6,447+145.6% | $5,638+180.8% | $6,401+147.3% |
| Admin fee / account holder | $4,041 | $18,096-77.7% | $14,679-72.5% | $11,431-64.7% |