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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 | $225,673+14.5% | $203,872+26.8% | $155,188+66.6% |
| Participation rate | 93.8% | 80.3%+13.4pp | 77.8%+15.9pp | 80.8%+12.9pp |
| Annual return | 17.83% | 95.91%-78.1pp | 85.11%-67.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $20,540 | $6,893+198.0% | $6,388+221.6% | $6,531+214.5% |
| Admin fee / account holder | $2,126 | $12,327-82.8% | $11,730-81.9% | $14,480-85.3% |