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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 | $378,247 | $165,361+128.7% | $149,715+152.6% | $158,950+138.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.49% | 348.24%-338.7pp | 276.66%-267.2pp | 302.91%-293.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $77,485 | $7,182+978.9% | $6,842+1032.5% | $5,983+1195.2% |
| Admin fee / account holder | $53,357 | $10,808+393.7% | $9,310+473.1% | $11,248+374.4% |