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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 | $292,911 | $160,070+83.0% | $147,117+99.1% | $145,897+100.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 98.69%-87.6pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,900 | $8,419-53.7% | $8,065-51.6% | $6,689-41.7% |
| Admin fee / account holder | $12,750 | $15,035-15.2% | $12,993-1.9% | $13,390-4.8% |