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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 | $798,070 | $160,070+398.6% | $147,117+442.5% | $145,897+447.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.33% | 98.69%-64.4pp | 420.54%-386.2pp | 552.29%-518.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,905 | $8,419+148.3% | $8,065+159.2% | $6,689+212.5% |
| Admin fee / account holder | $10,245 | $15,035-31.9% | $12,993-21.1% | $13,390-23.5% |