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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 | $734,841 | $167,353+339.1% | $143,797+411.0% | $134,545+446.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -8.41% | 0.48%-8.9pp | -0.04%-8.4pp | 418.37%-426.8pp |
| Employer contribution / active EE | $14,735 | $5,620+162.2% | $4,952+197.5% | $4,742+210.8% |
| Participant deferral / active EE | $19,429 | $6,447+201.3% | $5,638+244.6% | $6,401+203.5% |
| Admin fee / account holder | $316,221 | $18,096+1647.5% | $14,679+2054.2% | $11,431+2666.4% |