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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 | $458,471 | $136,307+236.4% | $106,619+330.0% | $273,972+67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 149.11% | 11.05%+138.1pp | 9.42%+139.7pp | 41.46%+107.7pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,971 | $4,969+201.3% | $3,930+280.9% | $5,287+183.1% |
| Admin fee / account holder | $23,513 | $8,625+172.6% | $6,418+266.3% | $10,133+132.1% |