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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 | $364,011 | $160,028+127.5% | $147,080+147.5% | $145,884+149.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,429 | $8,422-23.7% | $8,066-20.3% | $6,690-3.9% |
| Admin fee / account holder | $7,251 | $15,030-51.8% | $12,989-44.2% | $13,392-45.9% |