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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 | $354,171 | $136,860+158.8% | $120,344+194.3% | $154,746+128.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.04% | 21.38%-11.3pp | 20.30%-10.3pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,484 | $5,793+98.2% | $5,135+123.7% | $6,730+70.6% |
| Admin fee / account holder | $64,487 | $15,393+318.9% | $12,742+406.1% | $14,365+348.9% |