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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 | $289,724 | $178,174+62.6% | $156,181+85.5% | $137,256+111.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 30.19% | 84.19%-54.0pp | 64.87%-34.7pp | 220.34%-190.2pp |
| Employer contribution / active EE | $26,657 | $4,972+436.2% | $4,294+520.8% | $4,156+541.4% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,795 | $17,404-89.7% | $14,586-87.7% | $12,270-85.4% |