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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 | $755,725 | $201,372+275.3% | $184,260+310.1% | $145,884+418.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.41% | 29.04%-11.6pp | 28.84%-11.4pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,033 | $9,808+32.9% | $9,133+42.7% | $6,690+94.8% |
| Admin fee / account holder | $6,497 | $16,362-60.3% | $13,898-53.2% | $13,392-51.5% |