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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 | $269,037 | $160,040+68.1% | $147,096+82.9% | $145,877+84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.97% | 98.49%-73.5pp | 419.75%-394.8pp | 551.28%-526.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,225 | $8,429-38.0% | $8,071-35.3% | $6,691-21.9% |
| Admin fee / account holder | $61,658 | $15,050+309.7% | $13,005+374.1% | $13,402+360.1% |