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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 | $279,005 | $211,946+31.6% | $169,452+64.7% | $135,380+106.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 13.06% | 3.26%+9.8pp | 1.83%+11.2pp | 519.81%-506.7pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,483 | $6,075-9.7% | $5,277+3.9% | $5,609-2.2% |
| Admin fee / account holder | $6,219 | $11,472-45.8% | $9,110-31.7% | $10,828-42.6% |