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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 | $524,189 | $167,362+213.2% | $143,799+264.5% | $134,532+289.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.20% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $9,618 | $5,620+71.1% | $4,952+94.2% | $4,741+102.9% |
| Participant deferral / active EE | $10,600 | $6,447+64.4% | $5,638+88.0% | $6,401+65.6% |
| Admin fee / account holder | $24,599 | $18,094+36.0% | $14,677+67.6% | $11,429+115.2% |