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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 | $571,827 | $123,155+364.3% | $108,753+425.8% | $155,188+268.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.95% | 44.73%-32.8pp | 37.47%-25.5pp | 148.84%-136.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,029 | $4,623+181.8% | $4,115+216.6% | $6,531+99.5% |
| Admin fee / account holder | $4,166 | $12,126-65.6% | $10,320-59.6% | $14,480-71.2% |