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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 | $361,816 | $157,276+130.1% | $141,177+156.3% | $152,885+136.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 17.17% | 64.33%-47.2pp | 71.40%-54.2pp | 345.39%-328.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,860 | $7,110-45.7% | $6,710-42.5% | $5,851-34.0% |
| Admin fee / account holder | $31,445 | $12,123+159.4% | $10,263+206.4% | $11,598+171.1% |