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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 | $500,559 | $88,702+464.3% | $81,780+512.1% | $145,978+242.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.61% | 1029.12%-1018.5pp | 776.27%-765.7pp | 550.52%-539.9pp |
| Employer contribution / active EE | $4,749 | $3,084+54.0% | $2,914+63.0% | $4,662+1.9% |
| Participant deferral / active EE | $4,749 | $4,645+2.2% | $4,321+9.9% | $6,690-29.0% |
| Admin fee / account holder | $2,288 | $8,414-72.8% | $7,384-69.0% | $13,400-82.9% |