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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 | $353,758 | $175,231+101.9% | $149,696+136.3% | $139,466+153.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.25% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,761 | $6,521+111.0% | $5,682+142.2% | $6,712+105.0% |
| Admin fee / account holder | $54,075 | $16,155+234.7% | $13,212+309.3% | $11,409+374.0% |