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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 | $288,753 | $167,522+72.4% | $151,639+90.4% | $134,532+114.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.01% | 7.81%-22.8pp | 3.34%-18.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $10,509 | $6,828+53.9% | $6,165+70.5% | $4,741+121.7% |
| Participant deferral / active EE | $12,735 | $8,986+41.7% | $8,363+52.3% | $6,401+99.0% |
| Admin fee / account holder | $44,675 | $13,780+224.2% | $11,613+284.7% | $11,429+290.9% |