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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 | $981,778 | $162,136+505.5% | $152,301+544.6% | $154,746+534.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 13.37% | 91.02%-77.7pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,525 | $8,341-33.8% | $8,004-31.0% | $6,730-17.9% |
| Admin fee / account holder | $4,443 | $15,759-71.8% | $14,398-69.1% | $14,365-69.1% |