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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 | $492,488 | $167,503+194.0% | $151,627+224.8% | $134,493+266.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -16.57% | 7.80%-24.4pp | 3.33%-19.9pp | 418.01%-434.6pp |
| Employer contribution / active EE | $14,928 | $6,829+118.6% | $6,166+142.1% | $4,740+214.9% |
| Participant deferral / active EE | $17,411 | $8,985+93.8% | $8,363+108.2% | $6,400+172.1% |
| Admin fee / account holder | $166,539 | $13,777+1108.8% | $11,612+1334.2% | $11,425+1357.7% |