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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 | $471,893 | $153,769+206.9% | $133,975+252.2% | $273,972+72.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.74% | 36.51%-31.8pp | 29.29%-24.6pp | 41.46%-36.7pp |
| Employer contribution / active EE | $9,478 | $6,029+57.2% | $5,211+81.9% | $4,869+94.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18,443 | $11,765+56.8% | $9,324+97.8% | $10,133+82.0% |