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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 | $302,511 | $107,941+180.3% | $91,994+228.8% | $152,897+97.9% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.5%-11.0pp |
| Annual return | 20.38% | 89.28%-68.9pp | 69.04%-48.7pp | 345.43%-325.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,717 | $6,366-10.2% | $5,924-3.5% | $5,851-2.3% |
| Admin fee / account holder | $95,612 | $10,521+808.8% | $7,744+1134.7% | $11,599+724.3% |