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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 | $418,907 | $165,381+153.3% | $149,730+179.8% | $158,966+163.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.84% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.1pp |
| Employer contribution / active EE | $5,188 | $5,104+1.6% | $4,645+11.7% | $4,762+8.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,800 | $10,809-9.3% | $9,310+5.3% | $11,250-12.9% |