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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 | $356,872 | $232,540+53.5% | $185,117+92.8% | $147,586+141.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 29.13% | 43.03%-13.9pp | 40.50%-11.4pp | 578.59%-549.5pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,000 | $5,834+174.3% | $5,045+217.1% | $5,439+194.2% |
| Admin fee / account holder | $5,075 | $10,275-50.6% | $8,159-37.8% | $10,886-53.4% |