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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 | $160,040+134.4% | $147,096+155.0% | $145,877+157.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.49%-88.6pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $27,301 | $8,429+223.9% | $8,071+238.3% | $6,691+308.1% |
| Admin fee / account holder | $2,841 | $15,050-81.1% | $13,005-78.2% | $13,402-78.8% |