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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 | $468,360 | $138,102+239.1% | $125,381+273.5% | $134,532+248.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.24% | 750.73%-767.0pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $5,775 | $5,245+10.1% | $4,815+19.9% | $4,741+21.8% |
| Participant deferral / active EE | $12,663 | $7,801+62.3% | $7,448+70.0% | $6,401+97.8% |
| Admin fee / account holder | $1,142 | $11,568-90.1% | $10,007-88.6% | $11,429-90.0% |