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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 | $675,508 | $112,729+499.2% | $98,716+584.3% | $137,256+392.2% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.3%+26.2pp | 80.0%+15.5pp |
| Annual return | 10.83% | 38.48%-27.7pp | 31.81%-21.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,792 | $4,640+24.8% | $4,048+43.1% | $6,407-9.6% |
| Admin fee / account holder | $46,499 | $10,129+359.1% | $8,703+434.3% | $12,270+279.0% |