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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 | $258,496 | $208,088+24.2% | $186,193+38.8% | $154,746+67.0% |
| Participation rate | 93.8% | 80.0%+13.8pp | 77.1%+16.6pp | 80.7%+13.0pp |
| Annual return | 17.83% | 89.97%-72.1pp | 78.03%-60.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $20,540 | $7,078+190.2% | $6,513+215.4% | $6,730+205.2% |
| Admin fee / account holder | $2,126 | $11,698-81.8% | $11,058-80.8% | $14,365-85.2% |