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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 | $479,962 | $217,427+120.7% | $185,837+158.3% | $167,518+186.5% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 41.53% | 148.39%-106.9pp | 122.08%-80.6pp | 478.71%-437.2pp |
| Employer contribution / active EE | $3,157 | $5,874-46.3% | $5,168-38.9% | $4,838-34.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,021 | $19,816-89.8% | $16,241-87.6% | $12,312-83.6% |