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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 | $377,054 | $198,457+90.0% | $170,435+121.2% | $147,586+155.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.24% | 257.30%-228.1pp | 205.94%-176.7pp | 578.59%-549.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $26,100 | $5,629+363.6% | $4,939+428.4% | $5,439+379.9% |
| Admin fee / account holder | $9,231 | $16,852-45.2% | $13,881-33.5% | $10,886-15.2% |