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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 | $430,893 | $127,387+238.3% | $115,038+274.6% | $125,389+243.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 43.86% | 31.28%+12.6pp | 26.14%+17.7pp | 282.24%-238.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $50,000 | $6,423+678.5% | $6,026+729.7% | $5,352+834.3% |
| Admin fee / account holder | $1,991 | $9,516-79.1% | $8,175-75.6% | $9,541-79.1% |