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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 | $605,186 | $197,637+206.2% | $177,848+240.3% | $158,982+280.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.49% | 58.77%-42.3pp | 48.33%-31.8pp | 302.99%-286.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $2,236 | $15,406-85.5% | $12,431-82.0% | $11,252-80.1% |