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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 | $339,362 | $176,794+92.0% | $146,647+131.4% | $167,553+102.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.31% | 24.04%-12.7pp | 22.75%-11.4pp | 478.89%-467.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,666 | $6,440+65.6% | $5,506+93.7% | $6,343+68.2% |
| Admin fee / account holder | $26,901 | $13,262+102.8% | $10,281+161.7% | $12,316+118.4% |