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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 | $556,486 | $180,462+208.4% | $154,111+261.1% | $135,379+311.1% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -3.33% | 888.17%-891.5pp | 735.18%-738.5pp | 519.79%-523.1pp |
| Employer contribution / active EE | $9,067 | $6,036+50.2% | $5,298+71.1% | $4,779+89.7% |
| Participant deferral / active EE | $12,295 | $5,806+111.8% | $5,081+142.0% | $5,609+119.2% |
| Admin fee / account holder | $9,317 | $16,145-42.3% | $13,411-30.5% | $10,828-14.0% |