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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 | $435,519 | $167,362+160.2% | $143,799+202.9% | $134,532+223.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -10.06% | 0.47%-10.5pp | -0.04%-10.0pp | 418.27%-428.3pp |
| Employer contribution / active EE | $7,177 | $5,620+27.7% | $4,952+44.9% | $4,741+51.4% |
| Participant deferral / active EE | $7,106 | $6,447+10.2% | $5,638+26.0% | $6,401+11.0% |
| Admin fee / account holder | $2,432 | $18,094-86.6% | $14,677-83.4% | $11,429-78.7% |