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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 | $300,517 | $165,381+81.7% | $149,730+100.7% | $158,966+89.0% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 11.71% | 348.29%-336.6pp | 276.70%-265.0pp | 302.95%-291.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,690 | $7,182-20.8% | $6,843-16.8% | $5,983-4.9% |
| Admin fee / account holder | $516 | $10,809-95.2% | $9,310-94.5% | $11,250-95.4% |