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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 | $281,589 | $176,120+59.9% | $159,487+76.6% | $167,553+68.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.87% | 331.95%-320.1pp | 263.71%-251.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $25,000 | $7,752+222.5% | $7,354+240.0% | $6,343+294.2% |
| Admin fee / account holder | $2,778 | $12,561-77.9% | $10,804-74.3% | $12,316-77.4% |