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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 | $764,103 | $152,592+400.7% | $125,180+510.4% | $152,885+399.8% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 20.56% | 54.84%-34.3pp | 43.79%-23.2pp | 345.39%-324.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,250 | $5,868+194.0% | $4,937+249.4% | $5,851+194.8% |
| Admin fee / account holder | $24,346 | $13,435+81.2% | $9,703+150.9% | $11,598+109.9% |