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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 | $578,858 | $142,392+306.5% | $119,622+383.9% | $134,532+330.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -17.61% | -12.46%-5.1pp | -14.98%-2.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,281 | $5,224-37.2% | $4,232-22.5% | $4,741-30.8% |
| Participant deferral / active EE | $7,631 | $6,467+18.0% | $5,601+36.2% | $6,401+19.2% |
| Admin fee / account holder | $13,652 | $13,593+0.4% | $10,328+32.2% | $11,429+19.5% |