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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 | $319,711 | $176,120+81.5% | $159,487+100.5% | $167,553+90.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.62% | 331.95%-314.3pp | 263.71%-246.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,949 | $7,752-62.0% | $7,354-59.9% | $6,343-53.5% |
| Admin fee / account holder | $10,755 | $12,561-14.4% | $10,804-0.5% | $12,316-12.7% |