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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 | $476,622 | $190,879+149.7% | $160,009+197.9% | $134,532+254.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 8.41% | 552.63%-544.2pp | 408.85%-400.4pp | 418.27%-409.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $41,688 | $6,924+502.1% | $6,183+574.2% | $6,401+551.3% |
| Admin fee / account holder | $400 | $10,495-96.2% | $8,715-95.4% | $11,429-96.5% |