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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 | $283,268 | $171,272+65.4% | $127,803+121.6% | $152,897+85.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 19.35% | 23.54%-4.2pp | 26.14%-6.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $49,980 | $7,043+609.6% | $6,023+729.8% | $5,851+754.2% |
| Admin fee / account holder | $2,203 | $14,540-84.8% | $9,399-76.6% | $11,599-81.0% |