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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 | $651,566 | $111,814+482.7% | $103,374+530.3% | $145,959+346.4% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 14.92% | 24.77%-9.9pp | 24.89%-10.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,887 | $5,618+76.0% | $5,058+95.5% | $6,689+47.8% |
| Admin fee / account holder | $6,690 | $9,754-31.4% | $8,394-20.3% | $13,398-50.1% |