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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 | $398,655 | $110,240+261.6% | $96,544+312.9% | $139,487+185.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 12.41% | 26.41%-14.0pp | 25.88%-13.5pp | 373.84%-361.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,333 | $5,549+14.1% | $4,851+30.5% | $6,713-5.6% |
| Admin fee / account holder | $3,088 | $11,602-73.4% | $8,254-62.6% | $11,407-72.9% |