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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 | $250,886 | $227,399+10.3% | $189,758+32.2% | $198,609+26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.79% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,950 | $6,837+45.5% | $5,856+69.9% | $6,977+42.6% |
| Admin fee / account holder | $6,444 | $25,162-74.4% | $20,388-68.4% | $19,030-66.1% |