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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 | $303,908 | $162,136+87.4% | $152,301+99.5% | $154,746+96.4% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 17.18% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $20,098 | $8,341+141.0% | $8,004+151.1% | $6,730+198.6% |
| Admin fee / account holder | $2,212 | $15,759-86.0% | $14,398-84.6% | $14,365-84.6% |