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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 | $587,400 | $111,814+425.3% | $103,378+468.2% | $145,978+302.4% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 17.79% | 24.80%-7.0pp | 24.91%-7.1pp | 550.52%-532.7pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,569 | $5,618+159.3% | $5,058+188.1% | $6,690+117.8% |
| Admin fee / account holder | $2,411 | $9,764-75.3% | $8,401-71.3% | $13,400-82.0% |