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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 | $363,869 | $123,793+193.9% | $177,840+104.6% | $79,852+355.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.62% | 22.82%-7.2pp | 48.32%-32.7pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $17,811 | $5,956+199.0% | $7,714+130.9% | $3,740+376.2% |
| Admin fee / account holder | $33,035 | $7,243+356.1% | $12,431+165.8% | $5,306+522.6% |