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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 | $370,612 | $183,516+102.0% | $155,534+138.3% | $145,884+154.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 19.12% | 61.43%-42.3pp | 64.92%-45.8pp | 551.85%-532.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,403 | $6,467-62.8% | $5,630-57.3% | $6,690-64.1% |
| Admin fee / account holder | $811 | $19,293-95.8% | $15,900-94.9% | $13,392-93.9% |