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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 | $310,857 | $65,395+375.4% | $182,540+70.3% | $72,975+326.0% |
| Participation rate | 91.2% | 65.4%+25.7pp | 78.0%+13.2pp | 69.5%+21.7pp |
| Annual return | 25.54% | 27.68%-2.1pp | 148.58%-123.0pp | 81.01%-55.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,707 | $3,563+284.7% | $5,525+148.1% | $3,608+279.9% |
| Admin fee / account holder | $1,673 | $4,245-60.6% | $8,593-80.5% | $5,124-67.4% |