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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 | $270,624 | $148,629+82.1% | $135,982+99.0% | $139,487+94.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.65% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $4,000 | $5,247-23.8% | $4,859-17.7% | $4,755-15.9% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,405 | $12,406-80.6% | $10,767-77.7% | $11,407-78.9% |