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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 | $432,213 | $110,286+291.9% | $96,569+347.6% | $139,427+210.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.48% | 26.39%-6.9pp | 25.87%-6.4pp | 373.27%-353.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $3,052 | $5,546-45.0% | $4,851-37.1% | $6,711-54.5% |
| Admin fee / account holder | $23,649 | $11,592+104.0% | $8,251+186.6% | $11,404+107.4% |