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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 | $478,364 | $89,364+435.3% | $141,177+238.8% | $72,983+555.4% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 23.17% | 111.86%-88.7pp | 71.40%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,971 | $5,419+102.5% | $6,710+63.5% | $3,608+204.1% |
| Admin fee / account holder | $11,692 | $5,959+96.2% | $10,263+13.9% | $5,124+128.2% |