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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 | $567,617 | $167,353+239.2% | $143,797+294.7% | $134,545+321.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.31% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $24,633 | $5,620+338.3% | $4,952+397.4% | $4,742+419.5% |
| Participant deferral / active EE | $15,278 | $6,447+137.0% | $5,638+171.0% | $6,401+138.7% |
| Admin fee / account holder | $118,579 | $18,096+555.3% | $14,679+707.8% | $11,431+937.4% |