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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 | $571,673 | $142,409+301.4% | $119,634+377.9% | $134,545+324.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.59% | -12.46%+6.9pp | -14.98%+9.4pp | 418.37%-424.0pp |
| Employer contribution / active EE | $5,535 | $5,224+5.9% | $4,232+30.8% | $4,742+16.7% |
| Participant deferral / active EE | $4,000 | $6,468-38.2% | $5,601-28.6% | $6,401-37.5% |
| Admin fee / account holder | $12,941 | $13,594-4.8% | $10,329+25.3% | $11,431+13.2% |