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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 | $272,450 | $127,387+113.9% | $115,038+136.8% | $125,389+117.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.27% | 31.28%-30.0pp | 26.14%-24.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $6,017 | $5,166+16.5% | $4,608+30.6% | $4,866+23.7% |
| Participant deferral / active EE | $10,624 | $6,423+65.4% | $6,026+76.3% | $5,352+98.5% |
| Admin fee / account holder | $41,897 | $9,516+340.3% | $8,175+412.5% | $9,541+339.1% |