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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 | $286,728 | $167,362+71.3% | $143,799+99.4% | $134,532+113.1% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -14.61% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $9,630 | $5,620+71.3% | $4,952+94.5% | $4,741+103.1% |
| Participant deferral / active EE | $5,971 | $6,447-7.4% | $5,638+5.9% | $6,401-6.7% |
| Admin fee / account holder | $279,616 | $18,094+1445.4% | $14,677+1805.1% | $11,429+2346.6% |