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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 | $309,808 | $89,370+246.7% | $141,197+119.4% | $72,976+324.5% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 23.10% | 111.88%-88.8pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,995 | $5,419+102.9% | $6,710+63.9% | $3,608+204.8% |
| Admin fee / account holder | $18,497 | $5,957+210.5% | $10,265+80.2% | $5,124+261.0% |