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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 | $288,976 | $77,164+274.5% | $178,014+62.3% | $80,874+257.3% |
| Participation rate | 84.6% | 65.7%+18.9pp | 77.1%+7.5pp | 67.6%+17.0pp |
| Annual return | 13.51% | 18.09%-4.6pp | 294.80%-281.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,067 | $4,408+151.1% | $6,276+76.3% | $4,297+157.6% |
| Admin fee / account holder | $30,755 | $7,164+329.3% | $10,362+196.8% | $6,935+343.5% |