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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 | $299,926 | $87,059+244.5% | $105,608+184.0% | $80,925+270.6% |
| Participation rate | 97.1% | 70.4%+26.6pp | 75.3%+21.8pp | 67.7%+29.4pp |
| Annual return | 51.17% | 17.05%+34.1pp | 116.50%-65.3pp | 35.65%+15.5pp |
| Employer contribution / active EE | $762 | $2,396-68.2% | $3,167-75.9% | $2,756-72.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $524 | $8,443-93.8% | $11,028-95.2% | $6,940-92.5% |