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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 | $282,687 | $106,247+166.1% | $96,515+192.9% | $139,466+102.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.73% | 38.47%-15.7pp | 35.73%-13.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,050 | $5,456-62.4% | $4,880-58.0% | $6,712-69.5% |
| Admin fee / account holder | $2,688 | $7,885-65.9% | $6,735-60.1% | $11,409-76.4% |