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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 | $529,551 | $217,427+143.6% | $185,837+185.0% | $167,518+216.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.46% | 148.39%-135.9pp | 122.08%-109.6pp | 478.71%-466.3pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $18,700 | $6,357+194.2% | $5,568+235.8% | $6,342+194.9% |
| Admin fee / account holder | $5,605 | $19,816-71.7% | $16,241-65.5% | $12,312-54.5% |