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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 | $323,818 | $165,912+95.2% | $122,342+164.7% | $147,585+119.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.62% | 34.55%-17.9pp | 30.28%-13.7pp | 578.56%-561.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,709 | $4,005+67.5% | $3,287+104.1% | $5,439+23.4% |
| Admin fee / account holder | $11,097 | $7,424+49.5% | $5,478+102.6% | $10,885+1.9% |