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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 | $268,575 | $208,397+28.9% | - | $154,746+73.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | - | 80.7%+19.3pp |
| Annual return | 22.78% | 1131.44%-1108.7pp | - | 172.34%-149.6pp |
| Employer contribution / active EE | $0 | $7,386-100.0% | - | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,789-100.0% | - | $6,730-100.0% |
| Admin fee / account holder | $715 | $11,092-93.6% | - | $14,365-95.0% |