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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 | $522,693 | $209,425+149.6% | $178,499+192.8% | $158,966+228.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.11% | 188.80%-178.7pp | 151.10%-141.0pp | 302.95%-292.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $56,000 | $5,955+840.4% | $5,202+976.5% | $5,983+836.0% |
| Admin fee / account holder | $5,615 | $17,078-67.1% | $13,986-59.9% | $11,250-50.1% |