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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 | $612,711 | $227,399+169.4% | $189,758+222.9% | $198,609+208.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.85% | 61.03%-54.2pp | 52.62%-45.8pp | 202.70%-195.9pp |
| Employer contribution / active EE | $1,660 | $5,526-70.0% | $4,767-65.2% | $5,055-67.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $26,767 | $25,162+6.4% | $20,388+31.3% | $19,030+40.7% |