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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 | $255,916 | $160,040+59.9% | $147,096+74.0% | $145,877+75.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 98.49%-83.5pp | 419.75%-404.7pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,700 | $8,429-68.0% | $8,071-66.5% | $6,691-59.6% |
| Admin fee / account holder | $2,863 | $15,050-81.0% | $13,005-78.0% | $13,402-78.6% |