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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 | $274,372 | $85,766+219.9% | $136,298+101.3% | $70,126+291.3% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 16.02% | 31.46%-15.4pp | 5156.27%-5140.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,668 | $5,051+71.6% | $6,247+38.8% | $3,332+160.2% |
| Admin fee / account holder | $35,558 | $5,421+556.0% | $9,244+284.7% | $4,645+665.4% |