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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 | $201,344+215.6% | $184,243+244.9% | $145,877+335.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.28% | 29.01%-11.7pp | 28.82%-11.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,820 | $9,807+122.5% | $9,132+138.9% | $6,691+226.1% |
| Admin fee / account holder | $32,107 | $16,382+96.0% | $13,914+130.8% | $13,402+139.6% |