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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 | $594,957 | $196,972+202.1% | $182,262+226.4% | $198,609+199.6% |
| Participation rate | 70.0% | 85.7%-15.7pp | 84.2%-14.2pp | 82.4%-12.4pp |
| Annual return | 8.66% | 158.27%-149.6pp | 140.60%-131.9pp | 202.70%-194.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,838 | $8,643-32.4% | $8,276-29.5% | $6,977-16.3% |
| Admin fee / account holder | $114,601 | $18,429+521.9% | $16,712+585.7% | $19,030+502.2% |