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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 | $392,685 | $162,967+141.0% | $135,792+189.2% | $138,895+182.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 18.03% | 30.08%-12.1pp | 25.96%-7.9pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,996 | $5,640+236.8% | $4,759+299.1% | $6,396+197.0% |
| Admin fee / account holder | $4,021 | $15,306-73.7% | $12,266-67.2% | $12,562-68.0% |