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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 | $421,833 | $167,362+152.0% | $143,799+193.3% | $134,532+213.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -15.26% | 0.47%-15.7pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $13,139 | $5,620+133.8% | $4,952+165.3% | $4,741+177.1% |
| Participant deferral / active EE | $9,922 | $6,447+53.9% | $5,638+76.0% | $6,401+55.0% |
| Admin fee / account holder | $8,231 | $18,094-54.5% | $14,677-43.9% | $11,429-28.0% |