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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 | $317,831 | $98,776+221.8% | $149,745+112.2% | $79,856+298.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.35% | 27.38%-10.0pp | 276.72%-259.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,572 | $5,681+156.5% | $6,843+112.9% | $3,741+289.6% |
| Admin fee / account holder | $3,202 | $6,053-47.1% | $9,312-65.6% | $5,306-39.7% |