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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 | $342,102 | $162,136+111.0% | $152,301+124.6% | $154,746+121.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.50% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,554 | $8,341-33.4% | $8,004-30.6% | $6,730-17.5% |
| Admin fee / account holder | $11,422 | $15,759-27.5% | $14,398-20.7% | $14,365-20.5% |