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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 | $583,365 | $196,972+196.2% | $182,262+220.1% | $198,609+193.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.80% | 158.27%-147.5pp | 140.60%-129.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,222 | $8,643+6.7% | $8,276+11.4% | $6,977+32.2% |
| Admin fee / account holder | $1,857 | $18,429-89.9% | $16,712-88.9% | $19,030-90.2% |