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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 | $339,933 | $226,135+50.3% | $182,558+86.2% | $152,909+122.3% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.0%-1.8pp | 82.5%-6.3pp |
| Annual return | 26.47% | 192.60%-166.1pp | 148.59%-122.1pp | 345.46%-319.0pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,742 | $6,371+52.9% | $5,526+76.3% | $5,851+66.5% |
| Admin fee / account holder | $2,486 | $10,707-76.8% | $8,594-71.1% | $11,601-78.6% |