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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 | $268,059 | $125,190+114.1% | $105,624+153.8% | $145,897+83.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.97% | 225.22%-212.3pp | 116.20%-103.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,847 | $5,716+2.3% | $5,013+16.6% | $6,689-12.6% |
| Admin fee / account holder | $6,098 | $17,138-64.4% | $10,961-44.4% | $13,390-54.5% |