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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 | $456,882 | $112,131+307.5% | $95,964+376.1% | $158,982+187.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.75% | 171.19%-153.4pp | 91.64%-73.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,650 | $4,784+122.6% | $4,167+155.6% | $5,983+78.0% |
| Admin fee / account holder | $5,595 | $10,136-44.8% | $6,797-17.7% | $11,252-50.3% |