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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 | $325,977 | $202,326+61.1% | $172,745+88.7% | $152,870+113.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.31% | 1029.72%-1011.4pp | 802.90%-784.6pp | 345.34%-327.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,059 | $5,948+102.7% | $5,197+132.0% | $5,850+106.1% |
| Admin fee / account holder | $2,805 | $17,110-83.6% | $13,954-79.9% | $11,597-75.8% |