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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 | $294,945 | $138,076+113.6% | $123,553+138.7% | $135,380+117.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 6.53% | 153.70%-147.2pp | 119.21%-112.7pp | 519.81%-513.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,896 | $6,800+74.9% | $6,426+85.1% | $5,609+112.1% |
| Admin fee / account holder | $45,509 | $10,917+316.9% | $9,284+390.2% | $10,828+320.3% |