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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 | $649,967 | $407,956+59.3% | $299,830+116.8% | $198,609+227.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 5.64% | 6.66%-1.0pp | 10.58%-4.9pp | 202.70%-197.1pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,006 | $8,628-53.6% | $7,038-43.1% | $6,977-42.6% |
| Admin fee / account holder | $1,574 | $73,031-97.8% | $50,982-96.9% | $19,030-91.7% |