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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 | $410,658 | $175,259+134.3% | $149,723+174.3% | $139,487+194.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.08% | 166.82%-153.7pp | 134.50%-121.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,157 | $6,522+209.1% | $5,682+254.7% | $6,713+200.3% |
| Admin fee / account holder | $14,792 | $16,158-8.5% | $13,215+11.9% | $11,407+29.7% |