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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 | $380,370 | $118,877+220.0% | $96,570+293.9% | $167,536+127.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.60% | 50.50%-36.9pp | 37.79%-24.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $5,102 | $3,121+63.5% | $2,357+116.4% | $4,839+5.4% |
| Participant deferral / active EE | $6,562 | $4,617+42.1% | $3,849+70.5% | $6,342+3.5% |
| Admin fee / account holder | $7,399 | $8,069-8.3% | $6,182+19.7% | $12,315-39.9% |