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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 | $109,327+366.6% | $89,391+470.7% | $158,931+221.0% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 11.25% | 345.68%-334.4pp | 245.62%-234.4pp | 302.86%-291.6pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,303 | $4,598+189.3% | $3,890+242.0% | $5,982+122.4% |
| Admin fee / account holder | $5,550 | $6,153-9.8% | $4,881+13.7% | $11,247-50.6% |