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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 | $264,034 | $165,381+59.7% | $149,730+76.3% | $158,966+66.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.65% | 348.29%-333.6pp | 276.70%-262.1pp | 302.95%-288.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,800 | $7,182+8.6% | $6,843+14.0% | $5,983+30.4% |
| Admin fee / account holder | $976 | $10,809-91.0% | $9,310-89.5% | $11,250-91.3% |