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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 | $587,875 | $175,231+235.5% | $149,696+292.7% | $139,466+321.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.33% | 166.77%-151.4pp | 134.46%-119.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $20,988 | $6,521+221.8% | $5,682+269.4% | $6,712+212.7% |
| Admin fee / account holder | $6,705 | $16,155-58.5% | $13,212-49.3% | $11,409-41.2% |