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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 | $265,949 | $160,040+66.2% | $147,096+80.8% | $145,877+82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.03% | 98.49%-80.5pp | 419.75%-401.7pp | 551.28%-533.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,731 | $8,429+15.4% | $8,071+20.6% | $6,691+45.4% |
| Admin fee / account holder | $452 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |