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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 | $300,360 | $102,422+193.3% | $147,117+104.2% | $80,959+271.0% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 14.97% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,995 | $6,652+35.2% | $8,065+11.5% | $4,300+109.2% |
| Admin fee / account holder | $7,421 | $7,953-6.7% | $12,993-42.9% | $6,925+7.1% |