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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 | $350,154 | $167,522+109.0% | $151,639+130.9% | $134,532+160.3% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -19.42% | 7.81%-27.2pp | 3.34%-22.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $13,425 | $6,828+96.6% | $6,165+117.8% | $4,741+183.2% |
| Participant deferral / active EE | $10,829 | $8,986+20.5% | $8,363+29.5% | $6,401+69.2% |
| Admin fee / account holder | $537 | $13,780-96.1% | $11,613-95.4% | $11,429-95.3% |