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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 | $463,149 | $185,883+149.2% | $170,043+172.4% | $139,466+232.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.49% | 60.54%-45.1pp | 53.40%-37.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $20,000 | $11,626+72.0% | $10,410+92.1% | $6,712+198.0% |
| Admin fee / account holder | $2,729 | $15,393-82.3% | $12,824-78.7% | $11,409-76.1% |