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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 | $473,195 | $96,691+389.4% | $86,656+446.1% | $139,487+239.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 12.12% | 106.87%-94.7pp | 593.09%-581.0pp | 373.84%-361.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,600 | $4,838+325.8% | $4,439+364.1% | $6,713+206.9% |
| Admin fee / account holder | $5,008 | $6,414-21.9% | $5,619-10.9% | $11,407-56.1% |