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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 | $510,112 | $109,411+366.2% | $89,435+470.4% | $158,982+220.9% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 11.25% | 345.68%-334.4pp | 245.55%-234.3pp | 302.99%-291.7pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,303 | $4,600+189.2% | $3,890+241.9% | $5,983+122.3% |
| Admin fee / account holder | $5,550 | $6,159-9.9% | $4,884+13.6% | $11,252-50.7% |