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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 | $258,231 | $202,345+27.6% | $172,755+49.5% | $152,885+68.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 14.59% | 1029.77%-1015.2pp | 802.94%-788.4pp | 345.39%-330.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,453 | $5,948-41.9% | $5,198-33.6% | $5,851-41.0% |
| Admin fee / account holder | $2,021 | $17,111-88.2% | $13,955-85.5% | $11,598-82.6% |