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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 | $252,582 | $198,457+27.3% | $170,435+48.2% | $147,586+71.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 11.30% | 257.30%-246.0pp | 205.94%-194.6pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,821 | $5,629+21.2% | $4,939+38.1% | $5,439+25.4% |
| Admin fee / account holder | $697 | $16,852-95.9% | $13,881-95.0% | $10,886-93.6% |