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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 | $647,956 | $121,677+432.5% | $104,625+519.3% | $158,966+307.6% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 18.11% | 465.58%-447.5pp | 340.60%-322.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,361 | $4,175+196.1% | $3,738+230.7% | $5,983+106.6% |
| Admin fee / account holder | $15,682 | $7,777+101.6% | $6,465+142.6% | $11,250+39.4% |