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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 | $724,931 | $81,233+792.4% | $155,567+366.0% | $80,874+796.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.39% | 33.33%-17.9pp | 64.74%-49.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18,868 | $3,452+446.5% | $5,628+235.3% | $4,297+339.1% |
| Admin fee / account holder | $34,324 | $7,998+329.2% | $15,916+115.7% | $6,935+394.9% |