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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 | $321,859 | $61,125+426.6% | $94,057+242.2% | $87,485+267.9% |
| Participation rate | 82.8% | 64.1%+18.7pp | 73.3%+9.4pp | 68.9%+13.8pp |
| Annual return | 14.35% | 35.20%-20.8pp | 480.62%-466.3pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,096 | $3,260+240.4% | $4,709+135.6% | $4,274+159.7% |
| Admin fee / account holder | $17,097 | $5,629+203.8% | $7,244+136.0% | $7,775+119.9% |