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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 | $560,723 | $167,522+234.7% | $151,639+269.8% | $134,532+316.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -19.34% | 7.81%-27.2pp | 3.34%-22.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $15,891 | $6,828+132.7% | $6,165+157.8% | $4,741+235.2% |
| Participant deferral / active EE | $19,228 | $8,986+114.0% | $8,363+129.9% | $6,401+200.4% |
| Admin fee / account holder | $1,211 | $13,780-91.2% | $11,613-89.6% | $11,429-89.4% |