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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 | $516,177 | $133,998+285.2% | $112,263+359.8% | $134,545+283.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -10.48% | 47.17%-57.7pp | 27.49%-38.0pp | 418.37%-428.9pp |
| Employer contribution / active EE | $5,376 | $4,040+33.1% | $3,636+47.9% | $4,742+13.4% |
| Participant deferral / active EE | $15,554 | $5,292+193.9% | $4,729+228.9% | $6,401+143.0% |
| Admin fee / account holder | $18,729 | $7,493+150.0% | $6,410+192.2% | $11,431+63.8% |