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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 | $604,963 | $149,778+303.9% | $118,946+408.6% | $158,950+280.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 24.69% | 19.95%+4.7pp | 35.89%-11.2pp | 302.91%-278.2pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $24,231 | $5,225+363.8% | $4,266+468.0% | $5,983+305.0% |
| Admin fee / account holder | $3,585 | $8,604-58.3% | $6,581-45.5% | $11,248-68.1% |