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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 | $264,827 | $107,941+145.3% | $91,994+187.9% | $152,897+73.2% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.5%+6.4pp |
| Annual return | 16.18% | 89.28%-73.1pp | 69.04%-52.9pp | 345.43%-329.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,322 | $6,366+62.2% | $5,924+74.2% | $5,851+76.4% |
| Admin fee / account holder | $909 | $10,521-91.4% | $7,744-88.3% | $11,599-92.2% |