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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 | $425,692 | $226,105+88.3% | $182,540+133.2% | $152,897+178.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.10% | 192.58%-177.5pp | 148.58%-133.5pp | 345.43%-330.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,136 | $6,370+106.2% | $5,525+137.7% | $5,851+124.5% |
| Admin fee / account holder | $9,446 | $10,706-11.8% | $8,593+9.9% | $11,599-18.6% |