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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 | $332,475 | $185,883+78.9% | $170,043+95.5% | $139,466+138.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.93% | 60.54%-21.6pp | 53.40%-14.5pp | 373.66%-334.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $21,799 | $11,626+87.5% | $10,410+109.4% | $6,712+224.8% |
| Admin fee / account holder | $2,936 | $15,393-80.9% | $12,824-77.1% | $11,409-74.3% |