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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 | $658,661 | $118,877+454.1% | $96,570+582.1% | $167,536+293.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.25% | 50.50%-33.3pp | 37.79%-20.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $49,460 | $4,617+971.3% | $3,849+1184.9% | $6,342+679.8% |
| Admin fee / account holder | $5,735 | $8,069-28.9% | $6,182-7.2% | $12,315-53.4% |