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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 | $384,778 | $140,592+173.7% | $123,106+212.6% | $125,393+206.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.13% | 16.80%-15.7pp | 13.22%-12.1pp | 282.23%-281.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $47,681 | $6,980+583.1% | $6,229+665.4% | $5,351+791.0% |
| Admin fee / account holder | $51,362 | $11,198+358.7% | $9,015+469.8% | $9,541+438.3% |