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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 | $401,415 | $185,905+115.9% | $170,057+136.0% | $139,487+187.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.11% | 60.56%-39.5pp | 53.42%-32.3pp | 373.84%-352.7pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,882 | $11,627-49.4% | $10,411-43.5% | $6,713-12.4% |
| Admin fee / account holder | $3,371 | $15,397-78.1% | $12,826-73.7% | $11,407-70.4% |