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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 | $323,916 | $228,395+41.8% | $185,861+74.3% | $158,982+103.7% |
| Participation rate | 77.3% | 82.3%-5.0pp | 78.0%-0.8pp | 82.0%-4.7pp |
| Annual return | 12.50% | 40.82%-28.3pp | 35.96%-23.5pp | 302.99%-290.5pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,250 | $6,417+90.9% | $5,634+117.4% | $5,983+104.7% |
| Admin fee / account holder | $54,610 | $11,869+360.1% | $9,503+474.6% | $11,252+385.4% |