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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 | $343,991 | $91,559+275.7% | $133,971+156.8% | $79,852+330.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 24.17% | 61.85%-37.7pp | 45.09%-20.9pp | 31.72%-7.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,620 | $3,734+157.6% | $5,047+90.6% | $3,740+157.2% |
| Admin fee / account holder | $25,768 | $6,321+307.6% | $8,929+188.6% | $5,306+385.6% |