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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 | $449,248 | $167,353+168.4% | $143,797+212.4% | $134,545+233.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -11.21% | 0.48%-11.7pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $8,596 | $5,620+52.9% | $4,952+73.6% | $4,742+81.3% |
| Participant deferral / active EE | $6,564 | $6,447+1.8% | $5,638+16.4% | $6,401+2.5% |
| Admin fee / account holder | $49,532 | $18,096+173.7% | $14,679+237.4% | $11,431+333.3% |