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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 | $688,026 | $208,088+230.6% | $186,193+269.5% | $154,746+344.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.86% | 89.97%-74.1pp | 78.03%-62.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,500 | $7,078+232.0% | $6,513+260.8% | $6,730+249.2% |
| Admin fee / account holder | $7,439 | $11,698-36.4% | $11,058-32.7% | $14,365-48.2% |