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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 | $340,623 | $149,778+127.4% | $118,946+186.4% | $158,950+114.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.44% | 19.95%-6.5pp | 35.89%-22.4pp | 302.91%-289.5pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $33,757 | $5,225+546.1% | $4,266+691.4% | $5,983+464.2% |
| Admin fee / account holder | $2,702 | $8,604-68.6% | $6,581-58.9% | $11,248-76.0% |