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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 | $447,576 | $201,370+122.3% | $184,256+142.9% | $145,897+206.8% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 16.59% | 29.05%-12.5pp | 28.85%-12.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,505 | $9,808-43.9% | $9,133-39.7% | $6,689-17.7% |
| Admin fee / account holder | $56,976 | $16,364+248.2% | $13,899+309.9% | $13,390+325.5% |