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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 | $650,372 | $154,209+321.7% | $130,062+400.0% | $139,487+366.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.99% | 32.52%-21.5pp | -137.37%+148.4pp | 373.84%-362.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,300 | $6,709-50.8% | $5,821-43.3% | $6,713-50.8% |
| Admin fee / account holder | $7,276 | $13,988-48.0% | $10,601-31.4% | $11,407-36.2% |