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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 | $374,409 | $127,387+193.9% | $115,038+225.5% | $125,389+198.6% |
| Participation rate | 91.3% | 84.2%+7.1pp | 81.4%+9.9pp | 83.2%+8.1pp |
| Annual return | -0.64% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $13,541 | $5,166+162.1% | $4,608+193.9% | $4,866+178.3% |
| Participant deferral / active EE | $17,560 | $6,423+173.4% | $6,026+191.4% | $5,352+228.1% |
| Admin fee / account holder | $14,741 | $9,516+54.9% | $8,175+80.3% | $9,541+54.5% |