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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 | $485,371 | $162,821+198.1% | $133,978+262.3% | $158,982+205.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.54% | 41.95%-35.4pp | 45.10%-38.6pp | 302.99%-296.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,675 | $5,910-20.9% | $5,047-7.4% | $5,983-21.9% |
| Admin fee / account holder | $20,228 | $11,742+72.3% | $8,930+126.5% | $11,252+79.8% |