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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 | $333,877 | $226,090+47.7% | $182,531+82.9% | $152,885+118.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.14% | 192.57%-168.4pp | 148.57%-124.4pp | 345.39%-321.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,996 | $6,369+198.2% | $5,525+243.8% | $5,851+224.7% |
| Admin fee / account holder | $3,414 | $10,705-68.1% | $8,593-60.3% | $11,598-70.6% |