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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 | $439,278 | $217,432+102.0% | $185,849+136.4% | $167,536+162.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.75% | 148.42%-126.7pp | 122.10%-100.3pp | 478.82%-457.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,778 | $6,357+69.5% | $5,569+93.5% | $6,342+69.9% |
| Admin fee / account holder | $186,197 | $19,818+839.5% | $16,244+1046.3% | $12,315+1412.0% |