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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 | $271,002 | $52,353+417.6% | $120,225+125.4% | $82,448+228.7% |
| Participation rate | 73.0% | 58.3%+14.7pp | 69.6%+3.4pp | 68.1%+4.9pp |
| Annual return | 13.20% | 61.85%-48.7pp | 439.23%-426.0pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,030 | $2,627-60.8% | $3,999-74.2% | $4,139-75.1% |
| Admin fee / account holder | $1,139 | $4,363-73.9% | $5,696-80.0% | $7,234-84.3% |