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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 | $282,066 | $227,291+24.1% | $214,702+31.4% | $155,188+81.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.19% | 60.08%-48.9pp | 54.55%-43.4pp | 148.84%-137.7pp |
| Employer contribution / active EE | $3,276 | $6,772-51.6% | $6,461-49.3% | $4,248-22.9% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,975 | $20,413-26.6% | $19,830-24.5% | $14,480+3.4% |