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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 | $262,605 | $159,978+64.2% | $147,041+78.6% | $145,978+79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.86% | 98.36%-87.5pp | 419.21%-408.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,690+71.9% |
| Admin fee / account holder | $2,988 | $15,053-80.2% | $13,006-77.0% | $13,400-77.7% |