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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 | $410,845 | $167,353+145.5% | $143,797+185.7% | $134,545+205.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -16.14% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $11,276 | $5,620+100.6% | $4,952+127.7% | $4,742+137.8% |
| Participant deferral / active EE | $6,687 | $6,447+3.7% | $5,638+18.6% | $6,401+4.5% |
| Admin fee / account holder | $19,356 | $18,096+7.0% | $14,679+31.9% | $11,431+69.3% |