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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 | $572,865 | $142,361+302.4% | $119,608+379.0% | $134,509+325.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -10.95% | -12.46%+1.5pp | -14.98%+4.0pp | 418.13%-429.1pp |
| Employer contribution / active EE | $14,106 | $5,224+170.0% | $4,232+233.3% | $4,741+197.6% |
| Participant deferral / active EE | $11,640 | $6,468+80.0% | $5,601+107.8% | $6,400+81.9% |
| Admin fee / account holder | $58,638 | $13,588+331.5% | $10,326+467.9% | $11,427+413.2% |