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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 | $656,645 | $124,980+425.4% | $108,359+506.0% | $154,746+324.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.38% | 45.00%-22.6pp | 36.89%-14.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,678 | $4,743+251.6% | $4,137+303.2% | $6,730+147.8% |
| Admin fee / account holder | $10,663 | $11,502-7.3% | $9,741+9.5% | $14,365-25.8% |