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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 | $142,354+164.1% | $125,529+199.5% | $155,188+142.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 11.28% | 306.06%-294.8pp | 202.56%-191.3pp | 148.84%-137.6pp |
| Employer contribution / active EE | $8,125 | $3,501+132.1% | $3,058+165.7% | $4,248+91.3% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,903 | $19,392-74.7% | $16,298-69.9% | $14,480-66.1% |