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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 | $692,016 | $129,959+432.5% | $104,301+563.5% | $134,509+414.5% |
| Participation rate | 91.3% | 79.5%+11.8pp | 73.3%+18.0pp | 81.2%+10.1pp |
| Annual return | -11.21% | 42.04%-53.3pp | 24.61%-35.8pp | 418.13%-429.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,256 | $5,589+29.8% | $4,626+56.9% | $6,400+13.4% |
| Admin fee / account holder | $19,682 | $9,325+111.1% | $7,340+168.1% | $11,427+72.2% |