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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 | $308,411 | $89,364+245.1% | $141,177+118.5% | $72,983+322.6% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 22.29% | 111.86%-89.6pp | 71.40%-49.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,793 | $5,419+136.1% | $6,710+90.7% | $3,608+254.6% |
| Admin fee / account holder | $17,848 | $5,959+199.5% | $10,263+73.9% | $5,124+248.3% |