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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 | $319,010 | $112,729+183.0% | $98,716+223.2% | $137,256+132.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.69% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,828 | $4,640+219.6% | $4,048+266.3% | $6,407+131.4% |
| Admin fee / account holder | $2,794 | $10,129-72.4% | $8,703-67.9% | $12,270-77.2% |