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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 | $265,853 | $162,821+63.3% | $133,978+98.4% | $158,982+67.2% |
| Participation rate | 77.8% | 83.2%-5.5pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 15.09% | 41.95%-26.9pp | 45.10%-30.0pp | 302.99%-287.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,525 | $5,910-40.4% | $5,047-30.2% | $5,983-41.1% |
| Admin fee / account holder | $3,314 | $11,742-71.8% | $8,930-62.9% | $11,252-70.5% |