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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 | $112,729+407.3% | $98,716+479.3% | $137,256+316.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.95% | 38.48%-26.5pp | 31.81%-19.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,029 | $4,640+180.8% | $4,048+221.9% | $6,407+103.4% |
| Admin fee / account holder | $4,166 | $10,129-58.9% | $8,703-52.1% | $12,270-66.0% |