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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 | $633,928 | $148,582+326.7% | $135,942+366.3% | $139,456+354.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.41% | 79.26%-59.8pp | 68.28%-48.9pp | 373.45%-354.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,018 | $8,101+48.3% | $7,759+54.9% | $6,711+79.1% |
| Admin fee / account holder | $14,048 | $12,402+13.3% | $10,764+30.5% | $11,407+23.2% |