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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 | $444,519 | $289,211+53.7% | $260,467+70.7% | $198,609+123.8% |
| Participation rate | 86.7% | 83.1%+3.6pp | 80.5%+6.2pp | 82.4%+4.3pp |
| Annual return | 14.13% | 112.90%-98.8pp | 100.60%-86.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,746 | $6,812+131.1% | $6,319+149.2% | $6,977+125.7% |
| Admin fee / account holder | $2,073 | $16,236-87.2% | $15,461-86.6% | $19,030-89.1% |