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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 | $500,529 | $98,766+406.8% | $149,730+234.3% | $79,852+526.8% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.8pp |
| Annual return | 16.74% | 27.43%-10.7pp | 276.70%-260.0pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,160 | $5,681+61.2% | $6,843+33.9% | $3,740+144.9% |
| Admin fee / account holder | $44,031 | $6,052+627.5% | $9,310+372.9% | $5,306+729.8% |