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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 | $330,871 | $217,432+52.2% | $185,849+78.0% | $167,536+97.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.81% | 148.42%-135.6pp | 122.10%-109.3pp | 478.82%-466.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,711 | $6,357+52.7% | $5,569+74.4% | $6,342+53.1% |
| Admin fee / account holder | $326 | $19,818-98.4% | $16,244-98.0% | $12,315-97.4% |