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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 | $272,306 | $110,337+146.8% | $102,383+166.0% | $145,877+86.7% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 12.36% | 24.83%-12.5pp | 24.94%-12.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,232 | $5,621+99.8% | $5,060+122.0% | $6,691+67.9% |
| Admin fee / account holder | $34,147 | $9,750+250.2% | $8,391+306.9% | $13,402+154.8% |