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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 | $459,248 | $209,422+119.3% | $178,503+157.3% | $158,982+188.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 46.57% | 188.81%-142.2pp | 151.12%-104.6pp | 302.99%-256.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,300 | $5,955+207.3% | $5,202+251.8% | $5,983+205.8% |
| Admin fee / account holder | $5,187 | $17,079-69.6% | $13,987-62.9% | $11,252-53.9% |