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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 | $502,686 | $105,200+377.8% | $159,474+215.2% | $85,847+485.6% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 14.99% | 45.08%-30.1pp | 263.68%-248.7pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $17,603 | $5,946+196.1% | $7,353+139.4% | $3,952+345.4% |
| Admin fee / account holder | $38,560 | $6,934+456.1% | $10,802+257.0% | $6,261+515.9% |