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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 | $485,849 | $201,264+141.4% | $184,185+163.8% | $145,978+232.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 29.00%-14.7pp | 28.81%-14.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,448 | $9,806-13.9% | $9,132-7.5% | $6,690+26.3% |
| Admin fee / account holder | $39,070 | $16,376+138.6% | $13,909+180.9% | $13,400+191.6% |