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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 | $375,908 | $139,948+168.6% | $121,663+209.0% | $154,746+142.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.28% | 230.52%-219.2pp | 147.54%-136.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $8,125 | $3,521+130.8% | $3,020+169.0% | $4,379+85.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,903 | $17,321-71.7% | $14,289-65.7% | $14,365-65.9% |