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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 | $494,526 | $149,778+230.2% | $118,946+315.8% | $158,950+211.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.99% | 19.95%-8.0pp | 35.89%-23.9pp | 302.91%-290.9pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $19,972 | $5,225+282.2% | $4,266+368.2% | $5,983+233.8% |
| Admin fee / account holder | $36,479 | $8,604+324.0% | $6,581+454.3% | $11,248+224.3% |