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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 | $630,388 | $150,197+319.7% | $120,368+423.7% | $145,959+331.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.37% | 154.26%-143.9pp | 107.26%-96.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $27,294 | $6,174+342.1% | $4,991+446.8% | $6,689+308.1% |
| Admin fee / account holder | $6,784 | $12,216-44.5% | $9,429-28.1% | $13,398-49.4% |