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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 | $480,734 | $117,846+307.9% | $102,434+369.3% | $145,884+229.5% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | 17.47% | 31.90%-14.4pp | 29.46%-12.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,591 | $5,733-37.4% | $5,055-29.0% | $6,690-46.3% |
| Admin fee / account holder | $94,263 | $13,356+605.8% | $9,462+896.2% | $13,392+603.9% |