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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 | $374,927 | $176,077+112.9% | $159,455+135.1% | $167,518+123.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.12% | 331.83%-310.7pp | 263.63%-242.5pp | 478.71%-457.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,113 | $7,751+43.4% | $7,353+51.1% | $6,342+75.2% |
| Admin fee / account holder | $1,013 | $12,556-91.9% | $10,800-90.6% | $12,312-91.8% |