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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 | $368,884 | $102,429+260.1% | $147,096+150.8% | $80,925+355.8% |
| Participation rate | 86.8% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 16.14% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,442 | $6,649+27.0% | $8,071+4.6% | $4,299+96.4% |
| Admin fee / account holder | $97,502 | $7,957+1125.4% | $13,005+649.7% | $6,940+1304.9% |