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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 | $685,787 | $153,769+346.0% | $133,975+411.9% | $273,972+150.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.49% | 36.51%-33.0pp | 29.29%-25.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $32,000 | $6,958+359.9% | $6,282+409.4% | $5,287+505.2% |
| Admin fee / account holder | $5,167 | $11,765-56.1% | $9,324-44.6% | $10,133-49.0% |