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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 | $323,014 | $167,522+92.8% | $151,639+113.0% | $134,532+140.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.75% | 7.81%-27.6pp | 3.34%-23.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $22,291 | $6,828+226.5% | $6,165+261.6% | $4,741+370.2% |
| Participant deferral / active EE | $15,026 | $8,986+67.2% | $8,363+79.7% | $6,401+134.7% |
| Admin fee / account holder | $93,786 | $13,780+580.6% | $11,613+707.6% | $11,429+720.6% |