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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 | $375,167 | $160,070+134.4% | $147,117+155.0% | $145,897+157.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $27,301 | $8,419+224.3% | $8,065+238.5% | $6,689+308.1% |
| Admin fee / account holder | $2,841 | $15,035-81.1% | $12,993-78.1% | $13,390-78.8% |