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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 | $399,044 | $217,392+83.6% | $185,818+114.8% | $167,497+138.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.21% | 148.37%-134.2pp | 122.06%-107.9pp | 478.62%-464.4pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,565 | $19,813-82.0% | $16,239-78.0% | $12,310-71.0% |