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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 | $418,887 | $153,769+172.4% | $133,975+212.7% | $273,972+52.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.18% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $50,117 | $6,958+620.2% | $6,282+697.8% | $5,287+847.9% |
| Admin fee / account holder | $6,154 | $11,765-47.7% | $9,324-34.0% | $10,133-39.3% |