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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 | $316,479 | $165,361+91.4% | $149,715+111.4% | $158,950+99.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.79% | 348.24%-339.5pp | 276.66%-267.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,645+7.6% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,450 | $10,808-77.3% | $9,310-73.7% | $11,248-78.2% |