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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 | $445,660 | $198,461+124.6% | $170,436+161.5% | $147,585+202.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.49% | 257.30%-243.8pp | 205.94%-192.4pp | 578.57%-565.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $42,000 | $5,629+646.1% | $4,939+750.3% | $5,439+672.2% |
| Admin fee / account holder | $7,049 | $16,852-58.2% | $13,880-49.2% | $10,885-35.2% |