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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 | $358,374 | $171,492+109.0% | $150,734+137.8% | $198,609+80.4% |
| Participation rate | 94.7% | 81.4%+13.3pp | 78.4%+16.3pp | 82.4%+12.4pp |
| Annual return | 4.29% | 804.70%-800.4pp | 600.81%-596.5pp | 202.70%-198.4pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,546 | $6,259+36.5% | $5,610+52.3% | $6,977+22.5% |
| Admin fee / account holder | $1,427 | $17,628-91.9% | $14,905-90.4% | $19,030-92.5% |