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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 | $533,366 | $211,224+152.5% | $178,505+198.8% | $145,897+265.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.45% | 30.28%-15.8pp | 27.16%-12.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,500 | $6,966+79.5% | $6,280+99.0% | $6,689+86.9% |
| Admin fee / account holder | $1,708 | $12,109-85.9% | $10,428-83.6% | $13,390-87.2% |