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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 | $621,802 | $227,399+173.4% | $189,758+227.7% | $198,609+213.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.82% | 61.03%-47.2pp | 52.62%-38.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $19,066 | $6,837+178.9% | $5,856+225.6% | $6,977+173.3% |
| Admin fee / account holder | $5,615 | $25,162-77.7% | $20,388-72.5% | $19,030-70.5% |