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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 | $334,777 | $160,028+109.2% | $147,080+127.6% | $145,884+129.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.35% | 98.60%-73.2pp | 420.17%-394.8pp | 551.85%-526.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,175 | $8,422-50.4% | $8,066-48.2% | $6,690-37.6% |
| Admin fee / account holder | $2,395 | $15,030-84.1% | $12,989-81.6% | $13,392-82.1% |