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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 | $303,440 | $166,089+82.7% | $164,928+84.0% | $145,978+107.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.53% | 100.26%-88.7pp | 70.08%-58.6pp | 550.52%-539.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,703 | $6,961+125.6% | $6,034+160.3% | $6,690+134.7% |
| Admin fee / account holder | $143,535 | $16,641+762.6% | $12,684+1031.6% | $13,400+971.1% |