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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 | $635,462 | $201,370+215.6% | $184,256+244.9% | $145,897+335.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.28% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,820 | $9,808+122.5% | $9,133+138.9% | $6,689+226.2% |
| Admin fee / account holder | $32,107 | $16,364+96.2% | $13,899+131.0% | $13,390+139.8% |