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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 | $571,289 | $167,522+241.0% | $151,639+276.7% | $134,532+324.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -15.66% | 7.81%-23.5pp | 3.34%-19.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $40,590 | $6,828+494.5% | $6,165+558.4% | $4,741+756.1% |
| Participant deferral / active EE | $17,007 | $8,986+89.3% | $8,363+103.4% | $6,401+165.7% |
| Admin fee / account holder | $15,401 | $13,780+11.8% | $11,613+32.6% | $11,429+34.8% |