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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 | $291,815 | $135,956+114.6% | $123,894+135.5% | $273,972+6.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.69% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $18,975 | $6,343+199.2% | $5,984+217.1% | $5,287+258.9% |
| Admin fee / account holder | $3,319 | $9,817-66.2% | $8,357-60.3% | $10,133-67.2% |