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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 | $463,698 | $124,330+273.0% | $109,173+324.7% | $167,536+176.8% |
| Participation rate | 95.5% | 79.5%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 12.51% | 26.04%-13.5pp | 25.75%-13.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,701 | $7,974-16.0% | $6,755-0.8% | $12,315-45.6% |