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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 | $555,950 | $160,028+247.4% | $147,080+278.0% | $145,884+281.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.24% | 98.60%-88.4pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $24,260 | $8,422+188.1% | $8,066+200.8% | $6,690+262.7% |
| Admin fee / account holder | $5,077 | $15,030-66.2% | $12,989-60.9% | $13,392-62.1% |