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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 | $747,556 | $127,386+486.8% | $115,037+549.8% | $125,388+496.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.30% | 31.28%-31.0pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,287 | $6,423-33.3% | $6,026-28.9% | $5,352-19.9% |
| Admin fee / account holder | $28,909 | $9,516+203.8% | $8,175+253.6% | $9,541+203.0% |